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Disclosery

Lord & Richards Wealth Management, LLC: V position timeline

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

Lord & Richards Wealth Management, LLC held 3,963 V 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 3,963 shares
    Change vs previous 13F -111 shares

    1.06% of the 13F portfolio, value $1,359,796.

    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 4,074 shares
    Change vs previous 13F -24 shares

    1.08% of the 13F portfolio, value $1,231,491.

    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 4,098 shares
    Change vs previous 13F -2,016 shares

    1.23% of the 13F portfolio, value $1,437,298.

    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 6,114 shares
    Change vs previous 13F +1,332 shares

    1.91% of the 13F portfolio, value $2,087,198.

    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 4,782 shares
    Change vs previous 13F +440 shares

    1.77% of the 13F portfolio, value $1,697,849.

    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 4,342 shares
    Change vs previous 13F +2,409 shares

    1.72% of the 13F portfolio, value $1,521,715.

    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).

  7. period ended2024-12-31
    13F 1,933 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $610,905.

    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).