INDEPENDENT FINANCIAL GROUP, LLC

Position in WY — Weyerhaeuser Co

CIK 275484 SAN DIEGO, CA

Position in WY

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,154,195

+$938,399 QoQ

Shares Held

48,212

+453.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#352

of 896 holders

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $4,095,890 across 6 REIT - Specialty names. WY ranks #2 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	9,146	$1,155,231
2	WY	Weyerhaeuser Co This page	48,212	$1,154,195
3	EPR	Epr Properties	12,093	$701,514
4	DLR	Digital Realty Trust, Inc.	2,761	$495,820
5	EQIX	Equinix Inc	297	$309,589
6	AMT	American Tower Corp /Ma/	1,709	$279,541

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,154,195	48,212	+453.8%	Shares	Sole	2026-07-15
2025-09-30	$215,796	8,705	-3.3%	Shares	Sole	2026-05-15
2025-06-30	$231,312	9,004	-1.0%	Shares	Sole	2026-05-15
2025-03-31	$266,243	9,093	+14.7%	Shares	Sole	2026-05-19
2024-12-31	$223,116	7,926	-7.9%	Shares	Sole	2026-06-12
2024-09-30	$291,466	8,608	+2.1%	Shares	Sole	2026-06-12
2024-06-30	$239,356	8,431	+18.6%	Shares	Sole	2026-06-12
2023-12-31	$247,179	7,109	-3.5%	Shares	Sole	2026-06-12
2023-09-30	$225,841	7,366	-2.0%	Shares	Sole	2026-06-12
2023-06-30	$251,861	7,516	-0.1%	Shares	Sole	2026-06-12
2023-03-31	$226,758	7,526	+15.7%	Shares	Sole	2026-06-12
2022-12-31	$201,686	6,506	+20.8%	Shares	Sole	2026-06-15
2022-03-31	$204,129	5,386	-20.6%	Shares	Sole	2026-06-12
2021-12-31	$279,447	6,786	+1.7%	Shares	Sole	2026-06-15
2021-09-30	$237,323	6,672	-4.9%	Shares	Sole	2026-06-15
2021-06-30	$241,421	7,014	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.