Lord & Richards Wealth Management, LLC historic quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Lord & Richards Wealth Management, LLC opened 1 positions, added to 4, reduced 1 and sold out of 0.
- Q1 2026: Stock PGF; Country of operation —; Class FINL PFD ETF; Shares before 91,115.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2045252), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-20); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
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