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Richard Young Associates, Ltd.ETFConcentrated long-term

CIK: 0002107563 | AUGUSTA, GA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR31$154.5M2026-11-03SEC ↗
Q2 2026
13F-HR29$150.5M2026-07-27SEC ↗
Q1 2026
13F-HR25$131.7M2026-05-07SEC ↗
Q4 2025
13F-HR25$128.1M2026-02-05SEC ↗