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Livermore
Livermore
ZHEN

Insight Wealth Partners, LLC

SEC CIK
0001627003
Latest filing
Aug 6, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Insight Wealth Partners, 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)
3,878
Value
$277.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WPC by Insight Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,878$277.3K<0.1%00.0%UnchangedHolders
Q1 20263,878$263.5K0.1%+8+0.2%AddedHolders
Q4 20253,870$249.1K0.1%+14+0.4%AddedHolders
Q3 20253,856$260.6K0.1%00.0%UnchangedHolders
Q2 20253,856$240.5K0.1%00.0%UnchangedHolders
Q1 20253,856$243.4K0.1%00.0%UnchangedHolders
Q4 20243,856$210.1K0.1%+36+0.9%AddedHolders
Q3 20243,820$238.0K0.1%−1,301−25.4%ReducedHolders
Q2 20245,121$281.9K0.2%−3,056−37.4%ReducedHolders
Q1 20248,177$461.5K0.3%−335−3.9%ReducedHolders
Q4 20238,512$551.7K0.4%−730−7.9%ReducedHolders
Q3 20239,242$499.8K0.4%00.0%UnchangedHolders
Q2 20239,242$624.4K0.5%00.0%UnchangedHolders
Q1 20239,242$715.8K0.6%−590−6.0%ReducedHolders
Q4 20229,832$768.4K0.7%00.0%UnchangedHolders
Q3 20229,832$686.0K0.7%00.0%UnchangedHolders
Q2 20229,832$815.0K0.6%−182−1.8%ReducedHolders
Q1 202210,014$810.0K0.6%00.0%UnchangedHolders
Q4 202110,014$822.0K0.5%00.0%UnchangedHolders
Q3 202110,014$731.0K0.5%00.0%UnchangedHolders
Q2 202110,014$747.0K0.5%−672−6.3%ReducedHolders
Q1 202110,686$756.0K0.5%––Holders

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