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Richard C. Young & CO., LTD.: FUTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard C. Young & CO., LTD. on FUTY, newest first. How the timeline and the estimate are built.

Richard C. Young & CO., LTD. held 74,002 FUTY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,002 shares
    Change vs previous 13F +308 shares

    0.32% of the 13F portfolio, value $4,323,224.

    13F-HR 0001387304-26-000004 filed by Richard C. Young & CO., LTD.
    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 73,694 shares
    Change vs previous 13F +471 shares

    0.36% of the 13F portfolio, value $4,353,095.

    13F-HR 0001387304-26-000003 filed by Richard C. Young & CO., LTD.
    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 73,223 shares
    Change vs previous 13F -407 shares

    0.36% of the 13F portfolio, value $4,043,380.

    13F-HR 0001387304-26-000002 filed by Richard C. Young & CO., LTD.
    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 73,630 shares
    Change vs previous 13F -956 shares

    0.39% of the 13F portfolio, value $4,157,885.

    13F-HR 0001387304-25-000007 filed by Richard C. Young & CO., LTD.
    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 74,586 shares
    Change vs previous 13F -217 shares

    0.39% of the 13F portfolio, value $3,923,237.

    13F-HR 0001387304-25-000005 filed by Richard C. Young & CO., LTD.
    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 74,803 shares
    Change vs previous 13F -3,164 shares

    0.41% of the 13F portfolio, value $3,811,189.

    13F-HR 0001387304-25-000004 filed by Richard C. Young & CO., LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 77,967 shares
    Change vs previous 13F -159 shares

    0.41% of the 13F portfolio, value $3,802,457.

    13F-HR 0001387304-25-000003 filed by Richard C. Young & CO., LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 78,126 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,048,470.

    13F-HR 0001387304-24-000006 filed by Richard C. Young & CO., LTD.
    Filed (acceptance time not in the bulk data set), ingested

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