JFS Wealth Advisors, LLC

SEC CIK: 0001568068
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

WPC holding history

W. P. Carey Inc. in every 13F filed by JFS Wealth Advisors, LLC, 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): 20
Value: $1.45K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2024

Holdings of WPC by JFS Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	20	$1.45K	<0.1%	+20	New	Holders
Q2 2025	0	$0	0.0%	0	Sold out	Holders
Q1 2025	0	$30	<0.1%	0	New	Holders
Q2 2024	0	$0	0.0%	−831−100.0%	Sold out	Holders
Q1 2024	831	$46.9K	<0.1%	+831	New	Holders