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Moser Wealth Advisors, LLC

SEC CIK
0001803081
Latest filing
Jul 31, 2025

WY holding history

Weyerhaeuser Co in every 13F filed by Moser Wealth 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 2025 holdings

Shares (Q2 2025)
14,560
Value
$374.0K
% of portfolio
0.2%
Quarters held
17
Since Q1 2021
Holdings of WY by Moser Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202514,560$374.0K0.2%−3,100−17.6%ReducedHolders
Q1 202517,660$517.1K0.3%−2,170−10.9%ReducedHolders
Q4 202419,830$558.2K0.3%−1,950−9.0%ReducedHolders
Q3 202421,780$737.5K0.4%−2,275−9.5%ReducedHolders
Q2 202424,055$682.9K0.4%+500+2.1%AddedHolders
Q1 202423,555$845.9K0.5%−800−3.3%ReducedHolders
Q4 202324,355$846.8K0.5%−5,785−19.2%ReducedHolders
Q3 202330,140$924.1K0.6%−1,600−5.0%ReducedHolders
Q2 202331,740$1.06M0.7%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202233,870$1.05M0.8%−900−2.6%ReducedHolders
Q3 202234,770$993.0K0.8%00.0%UnchangedHolders
Q2 202234,770$1.15M0.9%−500−1.4%ReducedHolders
Q1 202235,270$1.34M0.8%+1,600+4.8%AddedHolders
Q4 202133,670$1.39M0.8%00.0%UnchangedHolders
Q3 202133,670$1.20M0.8%−1,200−3.4%ReducedHolders
Q2 202134,870$1.20M0.8%+1,100+3.3%AddedHolders
Q1 202133,770$1.20M0.8%––Holders

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