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Cedar Wealth Management, LLC

SEC CIK
0001665642
Latest filing
Aug 12, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Cedar 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of WPC by Cedar Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−300−100.0%Sold outHolders
Q4 2023300$19.4K<0.1%00.0%UnchangedHolders
Q3 2023300$16.2K<0.1%−1,200−80.0%ReducedHolders
Q2 20231,500$101.3K<0.1%+700+87.5%AddedHolders
Q1 2023800$62.0K<0.1%00.0%UnchangedHolders
Q4 2022800$62.5K<0.1%00.0%UnchangedHolders
Q3 2022800$56.0K<0.1%00.0%UnchangedHolders
Q2 2022800$66.0K<0.1%00.0%UnchangedHolders
Q1 2022800$65.0K<0.1%00.0%UnchangedHolders
Q4 2021800$66.0K<0.1%00.0%UnchangedHolders
Q3 2021800$58.0K<0.1%00.0%UnchangedHolders
Q2 2021800$60.0K<0.1%00.0%UnchangedHolders
Q1 2021800$57.0K<0.1%––Holders

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