Lord & Richards Wealth Management, LLCETFConcentrated trader

CIK: 0002045252 | HIGHLANDS RANCH, CO

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	350	$130.9M	2026-10-14	SEC ↗
Q2 2026	13F-HR	181	$127.8M	2026-07-21	SEC ↗
Q1 2026	13F-HR	282	$114.0M	2026-04-20	SEC ↗
Q4 2025	13F-HR	288	$116.4M	2026-01-15	SEC ↗
Q3 2025	13F-HR	338	$109.1M	2025-11-04	SEC ↗
Q2 2025	13F-HR	353	$95.6M	2025-08-05	SEC ↗
Q1 2025	13F-HR	493	$88.1M	2025-05-02	SEC ↗
Q4 2024	13F-HR	272	$47.4M	2025-01-30	SEC ↗