Position in WY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$43,475
+$454 QoQ
Shares Held
1,816
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#721
of 900 holders
Holding Since
Mar 2020
10 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, 2026Lloyd Advisory Services, LLC. holds $225,364 across 2 REIT - Specialty names. WY ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
1,112 | $181,889 | |
| 2 | WY |
Weyerhaeuser Co
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|
1,816 | $43,475 |
All Filings in WY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,475 | 1,816 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $43,021 | 1,816 | Shares | Sole | 2026-02-06 | |
| 2022-03-31 | $67,727 | 1,787 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $70,541 | 1,713 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $59,864 | 1,683 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $57,653 | 1,675 | Principal | Other | 2021-08-09 | |
| 2021-03-31 | $59,309 | 1,666 | Principal | Other | 2021-05-04 | |
| 2020-12-31 | $55,626 | 1,659 | Principal | Other | 2021-02-04 | |
| 2020-09-30 | $47,058 | 1,650 | Principal | Other | 2020-10-28 | |
| 2020-03-31 | $27,967 | 1,650 | Principal | Other | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||