Gradient Capital Advisors, LLC

SEC CIK: 0001727917
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

WPC holding history

W. P. Carey Inc. in every 13F filed by Gradient Capital 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): 27,790
Value: $1.99M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of WPC by Gradient Capital Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	27,790	$1.99M	0.5%	−135−0.5%	Reduced	Holders
Q1 2026	27,925	$1.90M	0.5%	−72−0.3%	Reduced	Holders
Q4 2025	27,997	$1.80M	0.5%	−203−0.7%	Reduced	Holders
Q3 2025	28,200	$1.91M	0.5%	−352−1.2%	Reduced	Holders
Q2 2025	28,552	$1.78M	0.5%	−709−2.4%	Reduced	Holders
Q1 2025	29,261	$1.85M	0.6%	−551−1.8%	Reduced	Holders
Q4 2024	29,812	$1.62M	0.5%	−1,630−5.2%	Reduced	Holders
Q3 2024	31,442	$1.96M	0.6%	−1,214−3.7%	Reduced	Holders
Q2 2024	32,656	$1.80M	0.6%	−238−0.7%	Reduced	Holders
Q1 2024	32,894	$1.86M	0.7%	−1,286−3.8%	Reduced	Holders
Q4 2023	34,180	$2.22M	0.8%	+199+0.6%	Added	Holders
Q3 2023	33,981	$1.84M	0.8%	−1,315−3.7%	Reduced	Holders
Q2 2023	35,296	$2.38M	1.0%	−487−1.4%	Reduced	Holders
Q1 2023	35,783	$2.77M	1.2%	+1,505+4.4%	Added	Holders
Q4 2022	34,278	$2.68M	1.2%	+290+0.9%	Added	Holders
Q3 2022	33,988	$2.37M	1.1%	+2,389+7.6%	Added	Holders
Q2 2022	31,599	$2.62M	1.3%	+1,120+3.7%	Added	Holders
Q1 2022	30,479	$2.46M	1.0%	+344+1.1%	Added	Holders
Q4 2021	30,135	$2.47M	1.0%	+384+1.3%	Added	Holders
Q3 2021	29,751	$2.17M	1.0%	+570+2.0%	Added	Holders
Q2 2021	29,181	$2.18M	1.0%	+2,354+8.8%	Added	Holders
Q1 2021	26,827	$1.90M	1.0%	–	–	Holders

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