Position in WY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$314,906
-$6,446 QoQ
Shares Held
13,154
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#557
of 896 holders
Holding Since
Mar 2020
26 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, 2026TRUE Private Wealth Advisors holds $659,100 across 2 REIT - Specialty names. WY ranks #2 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
2,725 | $344,194 | |
| 2 | WY |
Weyerhaeuser Co
This page
|
13,154 | $314,906 |
All Filings in WY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,906 | 13,154 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $321,352 | 13,154 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $316,877 | 13,376 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $332,012 | 13,393 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $344,888 | 13,425 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $349,691 | 11,943 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $336,195 | 11,943 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $404,897 | 11,958 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $338,465 | 11,922 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $428,119 | 11,922 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $414,632 | 11,925 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $366,846 | 11,965 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $399,271 | 11,915 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $358,998 | 11,915 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $375,968 | 12,128 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $340,292 | 11,915 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $394,624 | 11,915 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $451,578 | 11,915 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $536,781 | 13,035 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $458,995 | 12,904 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $444,155 | 12,904 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $464,046 | 13,035 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $226,126 | 6,744 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $192,338 | 6,744 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $151,470 | 6,744 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $114,310 | 6,744 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||