Aegis Wealth Management LLC

Position in WY — Weyerhaeuser Co

CIK 1628818 BETHESDA, MD

Position in WY

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$478,800

+$201,348 QoQ

Shares Held

20,000

+85.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#483

of 896 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Aegis Wealth Management LLC holds $1,113,943 across 3 REIT - Specialty names. WY ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co This page	20,000	$478,800
2	LAMR	Lamar Advertising Co/New	2,672	$416,778
3	AMT	American Tower Corp /Ma/	1,335	$218,365

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$478,800	20,000	+85.2%	Shares	Sole	2026-08-07
2025-06-30	$277,452	10,800	0.0%	Shares	Sole	2025-08-07
2025-03-31	$316,224	10,800	—	Shares	Sole	2025-05-08
No filing history on record for this holder in this stock.