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Livermore
Livermore
ZHEN

Wiser Wealth Management, Inc

SEC CIK
0001573263
Latest filing
Jul 14, 2026

WY holding history

Weyerhaeuser Co in every 13F filed by Wiser Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WY overviewAll 13F holders of WYFull Q2 2026 holdings

Shares (Q2 2026)
8,646
Value
$207.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WY by Wiser Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,646$207.0K<0.1%+6+0.1%AddedHolders
Q1 20268,640$211.1K<0.1%+48+0.6%AddedHolders
Q4 20258,592$203.5K<0.1%+172+2.0%AddedHolders
Q3 20258,420$208.7K<0.1%+137+1.7%AddedHolders
Q2 20258,283$212.8K0.1%−185−2.2%ReducedHolders
Q1 20258,468$247.9K0.1%+43+0.5%AddedHolders
Q4 20248,425$237.2K0.1%+30.0%AddedHolders
Q3 20248,422$285.2K0.1%+93+1.1%AddedHolders
Q2 20248,329$236.5K0.1%+116+1.4%AddedHolders
Q1 20248,213$294.9K0.1%+19+0.2%AddedHolders
Q4 20238,194$275.2K0.1%00.0%UnchangedHolders
Q3 20238,194$251.2K0.1%00.0%UnchangedHolders
Q2 20238,194$274.6K0.1%00.0%UnchangedHolders
Q1 20238,194$246.9K0.1%−54−0.7%ReducedHolders
Q4 20228,248$255.7K0.1%+54+0.7%AddedHolders
Q3 20228,194$234.0K0.1%00.0%UnchangedHolders
Q2 20228,194$271.0K0.1%00.0%UnchangedHolders
Q1 20228,194$311.0K0.1%00.0%UnchangedHolders
Q4 20218,194$337.0K0.2%00.0%UnchangedHolders
Q3 20218,194$291.0K0.2%00.0%UnchangedHolders
Q2 20218,194$282.0K0.2%00.0%UnchangedHolders
Q1 20218,194$292.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.