CBIZ Investment Advisory Services, LLC
Position in WY — Weyerhaeuser Co
CIK 1795934
INDEPENDENCE, OH
Position in WY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,005
-$21 QoQ
Shares Held
42
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#878
of 900 holders
Holding Since
Mar 2024
6 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, 2026CBIZ Investment Advisory Services, LLC holds $16,215 across 5 REIT - Specialty names. WY ranks #4 (6.2% of the industry book) .
All Filings in WY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,005 | 42 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,026 | 42 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,297 | 97 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $17,700 | 689 | Shares | Sole | 2025-08-11 | |
| 2024-06-30 | $1,135 | 40 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,400 | 39 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||