Bridgewealth Advisory Group, LLC
- SEC CIK
- 0001801982
- Latest filing
- Jul 27, 2026
WPC holding history
W. P. Carey Inc. in every 13F filed by Bridgewealth Advisory Group, 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
- 4
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −3,276−100.0% | Sold out | Holders |
| Q4 2023 | 3,276 | $212.3K | 0.2% | +3,276 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −4,238−100.0% | Sold out | Holders |
| Q2 2023 | 4,238 | $286.3K | 0.5% | −260−5.8% | Reduced | Holders |
| Q1 2023 | 4,498 | $348.4K | 0.6% | −2,093−31.8% | Reduced | Holders |
| Q4 2022 | 6,591 | $515.1K | 1.0% | – | No prior filing | Holders |