First Heartland Consultants’s Weyerhaeuser WY Stock Holding History

First Heartland Consultants’s Portfolio WY Stock Details WY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.31M	Buy	68,551 +23,208	+51%	+$542K	0.09%	187
2026 Q2	$1.09M	Buy	45,343 +8,674	+24%	+$211K	0.07%	209
2026 Q1	$896K	Buy	+36,669	New	+$922K	0.07%	200

Other funds holding WY

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

First Heartland Consultants's WY Position: Q3 2026 in Review

First Heartland Consultants increased its Weyerhaeuser (WY) stake by 51% in Q3 2026, buying an estimated $542K and bringing the position to 68,551 shares worth $1.31M. The position accounts for 0.09% of the portfolio, ranked #187.

First Heartland Consultants first reported a position in WY in Q1 2026 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold WY as of Q3 2026.

First Heartland Consultants held 68,551 shares of Weyerhaeuser worth $1.31M as of Q3 2026.
First Heartland Consultants bought 23,208 Weyerhaeuser shares in Q3 2026, an estimated $542K.
Weyerhaeuser made up 0.09% of First Heartland Consultants's portfolio in Q3 2026, its #187 holding.
First Heartland Consultants first reported a position in Weyerhaeuser in Q1 2026 and has held it in 3 quarters since.
26 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.