Little Harbor Advisors, LLC

Lord & Richards Wealth Management, LLC IDUB

Report date

3/31/2026

Quarter

2026 Q1

Filed

4/20/2026

Shares

68,491

Value ($000)

1,690

Weight

1.5%

2025 Q2 - 2026 Q1 (4 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2026 Q1	4/20/2026	1,690	1.5%	68,491	3/31/2026
2025 Q4	1/15/2026	1,611	1.4%	66,207	12/31/2025
2025 Q3	11/4/2025	1,007	0.9%	42,757	9/30/2025
2025 Q2	8/5/2025	829	0.9%	37,233	6/30/2025