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

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

Richard C. Young & CO., LTD. held 99,685 VRT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 99,685 shares
Change vs previous 13F -311 shares
2.46% of the 13F portfolio, value $33,376,576.
13F-HR 0001387304-26-000004 filed by Richard C. Young & CO., LTD.
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 99,996 shares
Change vs previous 13F +746 shares
2.08% of the 13F portfolio, value $25,057,049.
13F-HR 0001387304-26-000003 filed by Richard C. Young & CO., LTD.
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 99,250 shares
Change vs previous 13F +11,350 shares
1.44% of the 13F portfolio, value $16,079,492.
13F-HR 0001387304-26-000002 filed by Richard C. Young & CO., LTD.
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 87,900 shares
Change vs previous 13F not available
1.23% of the 13F portfolio, value $13,260,520.
13F-HR 0001387304-25-000007 filed by Richard C. Young & CO., LTD.
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).