Allworth Financial LP

SEC CIK: 0001555170
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

WPC holding history

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

WPC overview All 13F holders of WPC Full Q2 2026 holdings

Shares (Q2 2026): 126,552
Value: $9.05M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of WPC by Allworth Financial LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	126,552	$9.05M	<0.1%	−2,915−2.3%	Reduced	Holders
Q1 2026	129,467	$8.80M	<0.1%	−286−0.2%	Reduced	Holders
Q4 2025	129,753	$8.35M	<0.1%	+1,286+1.0%	Added	Holders
Q3 2025	128,467	$8.68M	<0.1%	−3,208−2.4%	Reduced	Holders
Q2 2025	131,675	$8.21M	<0.1%	−280.0%	Reduced	Holders
Q1 2025	131,703	$8.00M	<0.1%	−4,767−3.5%	Reduced	Holders
Q4 2024	136,470	$7.53M	<0.1%	+643+0.5%	Added	Holders
Q3 2024	135,827	$8.46M	0.1%	+19,522+16.8%	Added	Holders
Q2 2024	116,305	$6.87M	<0.1%	+770+0.7%	Added	Holders
Q1 2024	115,535	$6.52M	<0.1%	+7,485+6.9%	Added	Holders
Q4 2023	108,050	$7.00M	0.1%	−5,680−5.0%	Reduced	Holders
Q3 2023	113,730	$6.15M	0.1%	−347−0.3%	Reduced	Holders
Q2 2023	114,077	$7.71M	0.1%	−3,639−3.1%	Reduced	Holders
Q1 2023	117,716	$9.12M	0.1%	+3,395+3.0%	Added	Holders
Q4 2022	114,321	$8.93M	0.1%	+11,089+10.7%	Added	Holders
Q3 2022	103,232	$7.21M	0.1%	+3,020+3.0%	Added	Holders
Q2 2022	100,212	$8.30M	0.1%	−693−0.7%	Reduced	Holders
Q1 2022	100,905	$8.16M	0.1%	+3,764+3.9%	Added	Holders
Q4 2021	97,141	$7.97M	0.1%	−6,540−6.3%	Reduced	Holders
Q3 2021	103,681	$7.57M	0.1%	+566+0.5%	Added	Holders
Q2 2021	103,115	$7.69M	0.1%	−24,206−19.0%	Reduced	Holders
Q1 2021	127,321	$9.01M	0.2%	–	–	Holders

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