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Moser Wealth Advisors, LLC

SEC CIK
0001803081
Latest filing
Jul 31, 2025

WPC holding history

W. P. Carey Inc. in every 13F filed by Moser Wealth Advisors, 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 2025 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2023
Holdings of WPC by Moser Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−681−100.0%Sold outHolders
Q2 2024681$37.5K<0.1%00.0%UnchangedHolders
Q1 2024681$38.4K<0.1%00.0%UnchangedHolders
Q4 2023681$44.1K<0.1%00.0%UnchangedHolders
Q3 2023681$36.8K<0.1%00.0%UnchangedHolders
Q2 2023681$46.0K<0.1%–No prior filingHolders