Position in WY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,935
-$203 QoQ
Shares Held
415
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#801
of 896 holders
Holding Since
Dec 2025
3 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, 2026Vision Retirement, LLC holds $41,133 across 2 REIT - Specialty names. WY ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
247 | $31,198 | |
| 2 | WY |
Weyerhaeuser Co
This page
|
415 | $9,935 |
All Filings in WY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,935 | 415 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $10,138 | 415 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,831 | 415 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||