ML & R Wealth Management LLC

SEC CIK: 0001903320
Latest filing: May 14, 2024

SEC filings (opens in a new tab)

WY holding history

Weyerhaeuser Co in every 13F filed by ML & R 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 overview All 13F holders of WY Full Q1 2024 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q2 2023

Holdings of WY by ML & R Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−75,500−100.0%	Sold out	Holders
Q2 2023	75,500	$2.53M	0.6%	+75,500	New	Holders