WY β€” WEYERHAEUSER CO MTN BE

Ownership history in Slocum, Gordon & Co LLP  Β·  10 quarters on record

AI Ownership Summary

Slocum, Gordon & Co LLP reported WEYERHAEUSER CO MTN BE (WY) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.69% in 2023 Q4. The latest visible filing shows WY at 1.38% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Slocum, Gordon & Co LLP'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 Q4

WY was reported at 1.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.69% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Slocum, Gordon & Co LLP held WY β€” position size vs. price
% of Fund (quarterly)    WY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 80,538 -12,883 -13.8% 1.38% $1.9M 2026-02-14 (Est.) $26.52
2025 Q3 REDUCED 93,421 -10,071 -9.7% 1.85% $2.3M 2025-10-17 $23.17
2025 Q2 REDUCED 103,492 -2,696 -2.5% 2.14% $2.7M 2025-08-19 $25.65
2025 Q1 ADDED 106,188 +383 +0.4% 2.32% $3.1M 2025-04-23 $24.46
2024 Q4 REDUCED 105,805 -8,130 -7.1% 2.45% $3.0M 2025-01-28 $29.53
2024 Q3 REDUCED 113,935 -2,548 -2.2% 1.55% $3.9M 2024-11-04 $30.24
2024 Q2 ADDED 116,483 +28,627 +32.6% 2.46% $3.3M 2024-08-05 $29.49
2024 Q1 REDUCED 87,856 -193 -0.2% 2.34% $3.2M 2024-05-02 $29.18
2023 Q4 REDUCED 88,049 -1,471 -1.6% 2.69% $3.1M 2024-02-14 $30.77
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Slocum, Gordon & Co LLP and WY

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

How long has Slocum, Gordon & Co LLP reported owning WY?

Slocum, Gordon & Co LLP reported WY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WY position in Slocum, Gordon & Co LLP's portfolio?

The largest reported portfolio weight for WY was 2.69% in 2023 Q4.

What is the latest reported WY position on this page?

The most recent filing on this page is 2025 Q4, when Slocum, Gordon & Co LLP reported 80,538 shares, equal to 1.38% of portfolio, with an estimated market value of $1.9M.

What does the chart on this WY ownership page compare?

The chart compares Slocum, Gordon & Co LLP'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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