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

Richard C. Young & CO., LTD. held 314,649 WMB 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 314,649 shares

   Change vs previous 13F +1,509 shares

   1.72% of the 13F portfolio, value $23,391,021.

   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).

2. period ended2026-03-31

   13F 313,140 shares

   Change vs previous 13F +1,222 shares

   1.89% of the 13F portfolio, value $22,790,325.

   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).

3. period ended2025-12-31

   13F 311,918 shares

   Change vs previous 13F +1,857 shares

   1.68% of the 13F portfolio, value $18,749,416.

   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).

4. period ended2025-09-30

   13F 310,061 shares

   Change vs previous 13F -5,936 shares

   1.82% of the 13F portfolio, value $19,642,390.

   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).

5. period ended2025-06-30

   13F 315,997 shares

   Change vs previous 13F -8,407 shares

   1.96% of the 13F portfolio, value $19,847,750.

   13F-HR 0001387304-25-000005 filed by Richard C. Young & CO., LTD.
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 324,404 shares

   Change vs previous 13F -10,501 shares

   2.08% of the 13F portfolio, value $19,386,406.

   13F-HR 0001387304-25-000004 filed by Richard C. Young & CO., LTD.
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 334,905 shares

   Change vs previous 13F -789 shares

   1.97% of the 13F portfolio, value $18,125,083.

   13F-HR 0001387304-25-000003 filed by Richard C. Young & CO., LTD.
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 335,694 shares

   Change vs previous 13F not available

   1.67% of the 13F portfolio, value $15,324,445.

   13F-HR 0001387304-24-000006 filed by Richard C. Young & CO., LTD.
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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