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Weyerhaeuser Company shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of Weyerhaeuser Company (WY) shares owned by Elevate Wealth Advisory from 13F filings

Historical chart of Elevate Wealth Advisory investment in Weyerhaeuser Company

Tip: Access up to 7 years of quarterly data

All positions including Weyerhaeuser Company held by Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Weyerhaeuser Company by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $220k 7.8k 28.39
2024-03-31 $279k 7.8k 35.91
2023-12-31 $270k 7.8k 34.77

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Elevate Wealth Advisory

Top funds holding Weyerhaeuser Company

Vanguard Group
BlackRock
BlackRock
T. Rowe Price Associates
State Street Corporation
Geode Capital Management
Invesco
First Eagle Investment Management
Jpmorgan Chase & Co
Cohen & Steers Capital Management
Northern Trust
Charles Schwab Investment Management
Allspring Global Investments Holdings
Morgan Stanley
Bank of America Corporation

View all funds holding Weyerhaeuser Company