WY β€” WEYERHAEUSER CO MTN BE

Ownership history in Net Worth Advisory Group  Β·  5 quarters on record

AI Ownership Summary

Net Worth Advisory Group reported WEYERHAEUSER CO MTN BE (WY) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.19% in 2024 Q3. The latest visible filing shows WY at 0.13% 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 Net Worth Advisory Group'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 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 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 Net Worth Advisory Group held WY β€” position size vs. price
% of Fund (quarterly)    WY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 18,611 -433 -2.3% 0.13% $461K 2025-10-15 $23.30
2025 Q2 ADDED 19,044 +336 +1.8% 0.11% $489K 2025-07-22 $25.49
2025 Q1 ADDED 18,708 +181 +1.0% 0.17% $548K 2025-04-15 $24.98
2024 Q4 REDUCED 18,527 -36 -0.2% 0.16% $522K 2025-02-07 $28.83
2024 Q3 INITIATED 18,563 β€” β€” 0.19% $629K 2024-10-17 $31.28

FAQ About Net Worth Advisory Group and WY

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

How long has Net Worth Advisory Group reported owning WY?

Net Worth Advisory Group reported WY across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported WY position in Net Worth Advisory Group's portfolio?

The largest reported portfolio weight for WY was 0.19% in 2024 Q3.

What is the latest reported WY position on this page?

The most recent filing on this page is 2025 Q3, when Net Worth Advisory Group reported 18,611 shares, equal to 0.13% of portfolio, with an estimated market value of $461K.

What does the chart on this WY ownership page compare?

The chart compares Net Worth Advisory Group'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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