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

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

Richard C. Young & CO., LTD. held 220,278 WMT 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 220,278 shares
Change vs previous 13F +1,135 shares
1.84% of the 13F portfolio, value $24,948,657.
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 219,143 shares
Change vs previous 13F +811 shares
2.26% of the 13F portfolio, value $27,235,107.
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 218,332 shares
Change vs previous 13F +22,537 shares
2.18% of the 13F portfolio, value $24,324,361.
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 195,795 shares
Change vs previous 13F +88 shares
1.87% of the 13F portfolio, value $20,178,655.
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).
period ended2025-06-30
13F 195,707 shares
Change vs previous 13F +1,264 shares
1.89% of the 13F portfolio, value $19,136,252.
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).
period ended2025-03-31
13F 194,443 shares
Change vs previous 13F +323 shares
1.83% of the 13F portfolio, value $17,070,152.
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).
period ended2024-12-31
13F 194,120 shares
Change vs previous 13F -2,627 shares
1.91% of the 13F portfolio, value $17,538,727.
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).
period ended2024-09-30
13F 196,747 shares
Change vs previous 13F not available
1.74% of the 13F portfolio, value $15,887,302.
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).