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Livermore
Livermore
ZHEN

Summit Wealth Group, LLC

SEC CIK
0001802865
Latest filing
Aug 4, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Summit Wealth 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 (Q2 2026)
5,023
Value
$359.2K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of WPC by Summit Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,023$359.2K0.1%+13+0.3%AddedHolders
Q1 20265,010$340.5K0.1%+14+0.3%AddedHolders
Q4 20254,996$321.6K0.1%+13+0.3%AddedHolders
Q3 20254,983$336.7K0.1%+14+0.3%AddedHolders
Q2 20254,969$310.0K0.1%+15+0.3%AddedHolders
Q1 20254,954$313.0K0.1%+15+0.3%AddedHolders
Q4 20244,939$269.0K0.1%−108−2.1%ReducedHolders
Q3 20245,047$314.0K0.1%00.0%UnchangedHolders
Q2 20245,047$278.0K0.1%00.0%UnchangedHolders
Q1 20245,047$285.0K0.2%00.0%UnchangedHolders
Q4 20235,047$327.0K0.3%00.0%UnchangedHolders
Q3 20235,047$273.0K0.2%00.0%UnchangedHolders
Q2 20235,047$341.0K0.1%−378,563−98.7%ReducedHolders
Q1 2023383,610$50.1%+378,657+7,645.0%AddedHolders
Q4 20224,953$387.0K0.4%00.0%UnchangedHolders
Q3 20224,953$346.0K0.4%+212+4.5%AddedHolders
Q2 20224,741$393.0K0.5%00.0%UnchangedHolders
Q1 20224,741$383.0K0.4%00.0%UnchangedHolders
Q4 20214,741$389.0K0.4%+4,741NewHolders
Q3 20210$00.0%−4,741−100.0%Sold outHolders
Q2 20214,741$354.0K0.5%−599−11.2%ReducedHolders
Q1 20215,340$378.0K0.6%––Holders

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