WY β€” WEYERHAEUSER CO MTN BE

Ownership history in Ascent Wealth Partners, LLC  Β·  2 quarters on record

AI Ownership Summary

Ascent Wealth Partners, LLC reported WEYERHAEUSER CO MTN BE (WY) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.44% in 2025 Q2. The latest visible filing shows WY at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ascent Wealth Partners, LLC's position in WEYERHAEUSER CO MTN BE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

WY was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ascent Wealth Partners, LLC held WY β€” position size vs. price
% of Fund (quarterly)    WY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 129,916 -8,533 -6.2% 0.37% $3.2M 2025-10-21 $23.28
2025 Q2 INITIATED 138,449 β€” β€” 0.44% $3.6M 2025-08-12 $24.96

FAQ About Ascent Wealth Partners, LLC and WY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ascent Wealth Partners, LLC reported owning WY?

Ascent Wealth Partners, LLC reported WY across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported WY position in Ascent Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for WY was 0.44% in 2025 Q2.

What is the latest reported WY position on this page?

The most recent filing on this page is 2025 Q3, when Ascent Wealth Partners, LLC reported 129,916 shares, equal to 0.37% of portfolio, with an estimated market value of $3.2M.

What does the chart on this WY ownership page compare?

The chart compares Ascent Wealth Partners, LLC's quarterly WY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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