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Lord & Richards Wealth Management, LLC: VGLT position timeline

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

Lord & Richards Wealth Management, LLC held 22,787 VGLT 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 22,787 shares
    Change vs previous 13F +1,383 shares

    0.98% of the 13F portfolio, value $1,257,379.

    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 21,404 shares
    Change vs previous 13F +35 shares

    1.04% of the 13F portfolio, value $1,184,767.

    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 21,369 shares
    Change vs previous 13F +1,032 shares

    1.02% of the 13F portfolio, value $1,192,404.

    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 20,337 shares
    Change vs previous 13F +997 shares

    1.06% of the 13F portfolio, value $1,156,366.

    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 19,340 shares
    Change vs previous 13F +2,411 shares

    1.13% of the 13F portfolio, value $1,085,363.

    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 16,929 shares
    Change vs previous 13F +10,312 shares

    1.11% of the 13F portfolio, value $975,280.

    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 6,617 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $366,251.

    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).