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Disclosery

Richmond Investment Services, LLC: WEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richmond Investment Services, LLC on WEC, newest first. How the timeline and the estimate are built.

Richmond Investment Services, LLC held 6,382 WEC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,382 shares
    Change vs previous 13F -7,921 shares

    0.24% of the 13F portfolio, value $745,209.

    13F-HR 0002085853-26-000873 filed by Richmond Investment Services, LLC
    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 14,303 shares
    Change vs previous 13F +1,036 shares

    0.27% of the 13F portfolio, value $1,655,842.

    13F-HR 0002085853-26-000531 filed by Richmond Investment Services, LLC
    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 13,267 shares
    Change vs previous 13F +1,593 shares

    0.24% of the 13F portfolio, value $1,399,044.

    13F-HR 0002085853-26-000262 filed by Richmond Investment Services, LLC
    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 11,674 shares
    Change vs previous 13F -99 shares

    0.25% of the 13F portfolio, value $1,337,820.

    13F-HR 0002085853-25-000267 filed by Richmond Investment Services, LLC
    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 11,773 shares
    Change vs previous 13F +5,666 shares

    0.26% of the 13F portfolio, value $1,226,757.

    13F-HR 0001667731-25-001095 filed by Richmond Investment Services, LLC
    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 6,107 shares
    Change vs previous 13F +5 shares

    0.36% of the 13F portfolio, value $665,515.

    13F-HR 0001667731-25-000637 filed by Richmond Investment Services, LLC
    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 6,102 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $573,789.

    13F-HR 0001667731-25-000282 filed by Richmond Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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