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CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

WY holding history

Weyerhaeuser Co in every 13F filed by CWS Financial Advisors, 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of WY by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−15,274−100.0%Sold outHolders
Q4 202315,274$531.1K0.2%−5,032−24.8%ReducedHolders
Q3 202320,306$622.6K0.2%00.0%UnchangedHolders
Q2 202320,306$680.5K0.3%−135−0.7%ReducedHolders
Q1 202320,441$615.9K0.2%−1,437−6.6%ReducedHolders
Q4 202221,878$779.0K0.3%+1,406+6.9%AddedHolders
Q3 202220,472$585.0K0.3%00.0%UnchangedHolders
Q2 202220,472$678.0K0.3%−1,458−6.6%ReducedHolders
Q1 202221,930$831.0K0.3%00.0%UnchangedHolders
Q4 202121,930$903.0K0.3%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202121,878$753.0K0.3%00.0%UnchangedHolders
Q1 202121,878$779.0K0.3%––Holders

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