Archetype Wealth Partners
- SEC CIK
- 0001769089
- Latest filing
- Aug 14, 2026
WPC holding history
W. P. Carey Inc. in every 13F filed by Archetype Wealth Partners, 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
- 7
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −3,414−100.0% | Sold out | Holders |
| Q4 2023 | 3,414 | $221.0K | <0.1% | +3,414 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −3,276−100.0% | Sold out | Holders |
| Q2 2023 | 3,276 | $221.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 3,276 | $254.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 3,276 | $256.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 3,276 | $229.0K | 0.1% | −44−1.3% | Reduced | Holders |
| Q2 2022 | 3,320 | $275.0K | 0.1% | +44+1.3% | Added | Holders |
| Q1 2022 | 3,276 | $265.0K | 0.1% | +3,276 | New | Holders |