Allen Mooney & Barnes Investment Advisors LLC
Position in WY — Weyerhaeuser Co
CIK 2001461
Thomasville, GA
Position in WY
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$13,787,237
-$769,183 QoQ
Shares Held
575,908
-3.3% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
2.38%
of 13F equity value
Holder Rank
#5
of 97 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Allen Mooney & Barnes Investment Advisors LLC holds $13,787,237 across 1 REIT - Specialty name. WY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
This page
|
575,908 | $13,787,237 |
All Filings in WY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,787,237 | 575,908 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $14,556,420 | 595,842 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $385,436 | 16,270 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||