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Disclosery

Lord & Richards Wealth Management, LLC: TSLA position timeline

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

Lord & Richards Wealth Management, LLC held 1,319 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,319 shares
    Change vs previous 13F -89 shares

    0.43% of the 13F portfolio, value $554,771.

    13F-HR 0002045252-26-000003 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).

  2. period ended2026-03-31
    13F 1,408 shares
    Change vs previous 13F -44 shares

    0.46% of the 13F portfolio, value $523,425.

    13F-HR 0002045252-26-000002 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 ended2025-12-31
    13F 1,452 shares
    Change vs previous 13F +94 shares

    0.56% of the 13F portfolio, value $652,994.

    13F-HR 0002045252-26-000001 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).

  4. period ended2025-09-30
    13F 1,358 shares
    Change vs previous 13F +96 shares

    0.55% of the 13F portfolio, value $603,929.

    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).

  5. period ended2025-06-30
    13F 1,262 shares
    Change vs previous 13F +205 shares

    0.42% of the 13F portfolio, value $400,886.

    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).

  6. period ended2025-03-31
    13F 1,057 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $273,931.

    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).