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Golden State Wealth Management, LLC

Position in WY — Weyerhaeuser Co

CIK 1776033 SANTA ANA, CA

Position in WY

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$6,583
-$86 QoQ
Shares Held
275
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#824
of 900 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WY Over Time

Shares Held

Position Value (USD)

Position in REIT - Specialty

Real Estate · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $194,189 across 6 REIT - Specialty names. WY ranks #4 (3.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 WY
Weyerhaeuser Co
This page
275 $6,583

All Filings in WY

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,583 275
2026-03-31 $6,669 273
2025-12-31 $6,396 270
2025-09-30 $6,643 268
2025-06-30 $6,833 266
2025-03-31 $7,700 263
2024-12-31 $7,375 262
2020-06-30 $305,680 13,610
2020-03-31 $6,271 370