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Livermore
Livermore
ZHEN

Jackson Wealth Management, LLC

SEC CIK
0001536799
Latest filing
Aug 20, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Jackson 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 (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of WPC by Jackson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−5,233−100.0%Sold outHolders
Q1 20265,233$356.0K<0.1%00.0%UnchangedHolders
Q4 20255,233$337.0K<0.1%00.0%UnchangedHolders
Q3 20255,233$354.0K<0.1%+5,233NewHolders
Q2 20250$00.0%−5,233−100.0%Sold outHolders
Q1 20255,233$330.0K<0.1%00.0%UnchangedHolders
Q4 20245,233$285.0K<0.1%−151−2.8%ReducedHolders
Q3 20245,384$335.0K<0.1%+801+17.5%AddedHolders
Q2 20244,583$252.0K0.1%−650−12.4%ReducedHolders
Q1 20245,233$295.0K<0.1%−400−7.1%ReducedHolders
Q4 20235,633$365.0K<0.1%00.0%UnchangedHolders
Q3 20235,633$305.0K<0.1%00.0%UnchangedHolders
Q2 20235,633$381.0K0.1%00.0%UnchangedHolders
Q1 20235,633$436.3K0.3%+5,633NewHolders
Q4 20220$00.0%−5,633−100.0%Sold outHolders
Q3 20225,633$393.0K0.1%+1,050+22.9%AddedHolders
Q2 20224,583$380.0K0.2%−1,050−18.6%ReducedHolders
Q1 20225,633$455.0K0.1%00.0%UnchangedHolders
Q4 20215,633$462.0K0.1%+5,633NewHolders
Q3 20210$00.0%−5,656−100.0%Sold outHolders
Q2 20215,656$422.0K0.1%00.0%UnchangedHolders
Q1 20215,656$400.0K0.1%––Holders

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