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Livermore
Livermore
ZHEN

WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by WealthPLAN 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)
3,348
Value
$239.4K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of WPC by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,348$239.4K<0.1%+10.0%AddedHolders
Q1 20263,347$227.5K<0.1%−3,822−53.3%ReducedHolders
Q4 20257,169$461.4K0.1%+194+2.8%AddedHolders
Q3 20256,975$471.3K0.1%+30.0%AddedHolders
Q2 20256,972$434.9K0.1%−2,689−27.8%ReducedHolders
Q1 20259,661$609.7K0.1%+369+4.0%AddedHolders
Q4 20249,292$506.2K0.1%−3,742−28.7%ReducedHolders
Q3 202413,034$812.0K0.1%−8,224−38.7%ReducedHolders
Q2 202421,258$1.17M0.1%−79,387−78.9%ReducedHolders
Q1 2024100,645$5.68M0.6%−24,934−19.9%ReducedHolders
Q4 2023125,579$8.14M0.8%−5,842−4.4%ReducedHolders
Q3 2023131,421$7.11M0.8%+64,450+96.2%AddedHolders
Q2 202366,971$4.52M0.6%−68,126−50.4%ReducedHolders
Q1 2023135,097$10.5M1.2%−142,250−51.3%ReducedHolders
Q4 2022277,347$23.2M1.6%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 2022214,077$17.3M1.2%+12,648+6.3%AddedHolders
Q4 2021201,429$15.6M1.0%+6,622+3.4%AddedHolders
Q3 2021194,807$15.4M1.0%+7,393+3.9%AddedHolders
Q2 2021187,414$14.6M1.0%+19,056+11.3%AddedHolders
Q1 2021168,358$12.7M1.0%––Holders

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