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Affinity Wealth Management LLC

SEC CIK
0000810672
Latest filing
Jul 22, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WPC overviewAll 13F holders of WPCFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2022
Holdings of WPC by Affinity Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−2,921−100.0%Sold outHolders
Q3 20222,921$204.0K0.1%+2,921NewHolders