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Lord & Richards Wealth Management, LLC: UPSD position timeline

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

Lord & Richards Wealth Management, LLC held 114,363 UPSD 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 114,363 shares
    Change vs previous 13F +5,776 shares

    2.52% of the 13F portfolio, value $3,225,044.

    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 108,587 shares
    Change vs previous 13F +4,645 shares

    2.43% of the 13F portfolio, value $2,768,959.

    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 103,942 shares
    Change vs previous 13F +35,844 shares

    2.39% of the 13F portfolio, value $2,783,582.

    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 68,098 shares
    Change vs previous 13F +7,579 shares

    1.66% of the 13F portfolio, value $1,815,845.

    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 60,519 shares
    Change vs previous 13F +37,365 shares

    1.56% of the 13F portfolio, value $1,496,182.

    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 23,154 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $536,272.

    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).