Skip to content
Disclosery

Mowery & Schoenfeld Wealth Management, LLC: LCR position timeline

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

Mowery & Schoenfeld Wealth Management, LLC held 9,821 LCR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,821 shares
    Change vs previous 13F -148 shares

    0.53% of the 13F portfolio, value $390,531.

    13F-HR 0002019946-26-000003 filed by Mowery & Schoenfeld 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 9,969 shares
    Change vs previous 13F -1,007 shares

    0.57% of the 13F portfolio, value $371,512.

    13F-HR 0002019946-26-000002 filed by Mowery & Schoenfeld 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 10,976 shares
    Change vs previous 13F -26 shares

    0.61% of the 13F portfolio, value $418,052.

    13F-HR 0002019946-26-000001 filed by Mowery & Schoenfeld 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 11,002 shares
    Change vs previous 13F -250 shares

    0.72% of the 13F portfolio, value $417,929.

    13F-HR 0002019946-25-000006 filed by Mowery & Schoenfeld 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 11,252 shares
    Change vs previous 13F -1,415 shares

    0.66% of the 13F portfolio, value $407,022.

    13F-HR 0002019946-25-000004 filed by Mowery & Schoenfeld 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 12,667 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $434,045.

    13F-HR 0002019946-25-000003 filed by Mowery & Schoenfeld Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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