Lyell Wealth Management, LP
- SEC CIK
- 0001686444
- Latest filing
- Aug 5, 2026
WY holding history
Weyerhaeuser Co in every 13F filed by Lyell Wealth Management, LP, 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 (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 13
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −6,812−100.0% | Sold out | Holders |
| Q3 2024 | 6,812 | $230.7K | <0.1% | +6,812 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −6,913−100.0% | Sold out | Holders |
| Q1 2024 | 6,913 | $248.2K | <0.1% | +101+1.5% | Added | Holders |
| Q4 2023 | 6,812 | $236.9K | <0.1% | −625−8.4% | Reduced | Holders |
| Q3 2023 | 7,437 | $228.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 7,437 | $249.2K | <0.1% | −125−1.7% | Reduced | Holders |
| Q1 2023 | 7,562 | $227.8K | <0.1% | −1,555−17.1% | Reduced | Holders |
| Q4 2022 | 9,117 | $282.6K | <0.1% | −2,204−19.5% | Reduced | Holders |
| Q3 2022 | 11,321 | $323.0K | 0.1% | −1,938−14.6% | Reduced | Holders |
| Q2 2022 | 13,259 | $439.0K | 0.1% | +30+0.2% | Added | Holders |
| Q1 2022 | 13,229 | $501.0K | 0.1% | +65+0.5% | Added | Holders |
| Q4 2021 | 13,164 | $542.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 13,164 | $468.0K | 0.1% | −20−0.2% | Reduced | Holders |
| Q2 2021 | 13,184 | $454.0K | 0.1% | +13,184 | New | Holders |