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Disclosery

Lord & Richards Wealth Management, LLC: STIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lord & Richards Wealth Management, LLC on STIP, newest first. How the timeline and the estimate are built.

Lord & Richards Wealth Management, LLC held 0 STIP shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -12,668 shares

    13F-HR 0002045252-25-000006 filed by Lord & Richards Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 12,668 shares
    Change vs previous 13F +1,834 shares

    1.36% of the 13F portfolio, value $1,303,646.

    13F-HR 0002045252-25-000004 filed by Lord & Richards Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 10,834 shares
    Change vs previous 13F +6,219 shares

    1.27% of the 13F portfolio, value $1,121,041.

    13F-HR 0002045252-25-000003 filed by Lord & Richards Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 4,615 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $464,269.

    13F-HR 0002045252-25-000001 filed by Lord & Richards Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).