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Disclosery

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

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

Richard C. Young & CO., LTD. held 14,338 WEC 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 14,338 shares
    Change vs previous 13F -129 shares

    0.12% of the 13F portfolio, value $1,674,243.

    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 14,467 shares
    Change vs previous 13F +70 shares

    0.14% of the 13F portfolio, value $1,674,875.

    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 14,397 shares
    Change vs previous 13F -20 shares

    0.14% of the 13F portfolio, value $1,518,354.

    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 14,417 shares
    Change vs previous 13F -23,298 shares

    0.15% of the 13F portfolio, value $1,652,011.

    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 37,715 shares
    Change vs previous 13F +1,405 shares

    0.39% of the 13F portfolio, value $3,929,911.

    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 36,310 shares
    Change vs previous 13F -1,526 shares

    0.43% of the 13F portfolio, value $3,957,099.

    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 37,836 shares
    Change vs previous 13F -438 shares

    0.39% of the 13F portfolio, value $3,558,094.

    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 38,274 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,681,170.

    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).