Provenance Wealth Advisors, LLC

Position in WY — Weyerhaeuser Co

CIK 2081584 FORT LAUDERDALE, FL

Position in WY

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$17,164

-$303 QoQ

Shares Held

717

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#776

of 896 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Provenance Wealth Advisors, LLC holds $32,653 across 6 REIT - Specialty names. WY ranks #1 (52.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co This page	717	$17,164
2	CCI	Crown Castle Inc.	96	$7,270
3	EQIX	Equinix Inc	6	$6,254
4	IRM	Iron Mountain Inc	6	$757
5	DLR	Digital Realty Trust, Inc.	4	$718
6	AMT	American Tower Corp /Ma/	3	$490

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,164	717	+0.3%	Shares	Sole	2026-07-24
2026-03-31	$17,467	715	0.0%	Shares	Sole	2026-04-20
2025-12-31	$16,938	715	-4.0%	Shares	Sole	2026-01-26
2025-09-30	$18,468	745	0.0%	Shares	Sole	2025-11-12
2025-06-30	$19,139	745	-83.7%	Shares	Sole	2025-08-15
2025-03-31	$133,663	4,565	-47.6%	Shares	Sole	2025-08-15
2024-12-31	$245,242	8,712	-71.2%	Shares	Sole	2025-08-15
2024-09-30	$1,023,215	30,219	+3.4%	Shares	Sole	2025-08-15
2024-06-30	$830,095	29,239	+0.4%	Shares	Sole	2025-08-15
2024-03-31	$1,045,663	29,119	+4.1%	Shares	Sole	2025-08-15
2023-12-31	$972,482	27,969	+2.9%	Shares	Sole	2025-08-15
2023-09-30	$833,154	27,174	—	Shares	Sole	2025-08-15
No filing history on record for this holder in this stock.