WY — WEYERHAEUSER CO MTN BE

Ownership history in MEANS INVESTMENT CO., INC.  ·  11 quarters on record

This page tracks every 13F SEC filing in which MEANS INVESTMENT CO., INC. reported a position in WEYERHAEUSER CO MTN BE (WY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2023 Q2)
Avg. % of fund
0.04%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 10,329 +133 +1.3% 0.02% $256K $24.35
2025 Q2 ADDED 10,196 +63 +0.6% 0.02% $262K $25.02
2025 Q1 ADDED 10,133 +38 +0.4% 0.03% $297K $28.29
2024 Q4 ADDED 10,095 +34 +0.3% 0.03% $284K $27.01
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WY price (monthly, adj. close)

Other funds also holding WY

As of 2025 Q4 — sorted by position size

FIDUCIARY COUNSELLING INC 3Y 7Y 16.07% CULTIVAR CAPITAL, INC. 8.79% FIRETRAIL INVESTMENTS PTY LTD 2.48% Baugh & Associates, LLC 3Y 7Y 1.97% O'Keefe Stevens Advisory, Inc. 3Y 1.8% Adalta Capital Management LLC 3Y 7Y 1.77% WILKINS INVESTMENT COUNSEL INC 3Y 7Y 1.75% Worth Venture Partners, LLC 3Y 7Y 1.66% First Eagle Investment Management, LLC 3Y 7Y 1.57% COHEN & STEERS, INC. 3Y 7Y 1.38%
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