NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in WY — Weyerhaeuser Co
CIK 1109767
CEDAR RAPIDS, IA
Position in WY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$203,059
-$345 QoQ
Shares Held
8,482
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#646
of 896 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $1,162,825 across 3 REIT - Specialty names. WY ranks #3 (17.5% of the industry book) .
All Filings in WY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,059 | 8,482 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $203,404 | 8,326 | Shares | Sole | 2026-04-15 | |
| 2025-03-31 | $221,444 | 7,563 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||