Lord & Richards Wealth Management, LLC
Position in NOW — ServiceNow, Inc.
CIK 2045252
HIGHLANDS RANCH, CO
Position in NOW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,102,403
+$214,671 QoQ
Shares Held
11,104
+30.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.20%
of 13F equity value
Holder Rank
#1,119
of 2,206 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Lord & Richards Wealth Management, LLC holds $1,526,630 across 2 Software - Application names. NOW ranks #1 (72.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
This page
|
11,104 | $1,102,403 | |
| 2 | UBER |
Uber Technologies, Inc
|
5,879 | $424,227 |
All Filings in NOW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,102,403 | 11,104 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $887,732 | 8,491 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,200,395 | 7,836 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,140,567 | 2,326 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,721,002 | 1,674 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $244,413 | 307 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||