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Livermore
Livermore
ZHEN

Biltmore Wealth Management, LLC

SEC CIK
0001598102
Latest filing
Jul 21, 2026

WY holding history

Weyerhaeuser Co in every 13F filed by Biltmore Wealth Management, LLC, 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)
26,793
Value
$641.4K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WY by Biltmore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,793$641.4K0.2%+2,342+9.6%AddedHolders
Q1 202624,451$597.3K0.2%+360+1.5%AddedHolders
Q4 202524,091$570.7K0.2%+155+0.6%AddedHolders
Q3 202523,936$593.4K0.2%+5,141+27.4%AddedHolders
Q2 202518,795$482.8K0.2%+70+0.4%AddedHolders
Q1 202518,725$548.3K0.2%−110−0.6%ReducedHolders
Q4 202418,835$530.2K0.2%+41+0.2%AddedHolders
Q3 202418,794$636.4K0.3%+1,886+11.2%AddedHolders
Q2 202416,908$480.0K0.2%−5,438−24.3%ReducedHolders
Q1 202422,346$777.0K0.4%00.0%UnchangedHolders
Q4 202322,346$777.0K0.4%+126+0.6%AddedHolders
Q3 202322,220$681.3K0.3%+724+3.4%AddedHolders
Q2 202321,496$720.3K0.3%+1,492+7.5%AddedHolders
Q1 202320,004$602.7K0.2%+127+0.6%AddedHolders
Q4 202219,877$616.2K0.3%−2,389−10.7%ReducedHolders
Q3 202222,266$636.0K0.3%−399−1.8%ReducedHolders
Q2 202222,665$751.0K0.3%−138−0.6%ReducedHolders
Q1 202222,803$864.0K0.3%−53−0.2%ReducedHolders
Q4 202122,856$941.0K0.4%+41+0.2%AddedHolders
Q3 202122,815$812.0K0.3%+1,904+9.1%AddedHolders
Q2 202120,911$720.0K0.3%+204+1.0%AddedHolders
Q1 202120,707$737.0K0.3%––Holders

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