SOA Wealth Advisors, LLC.

SEC CIK: 0001849444
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

WPC holding history

W. P. Carey Inc. in every 13F filed by SOA 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 overview All 13F holders of WPC Full Q2 2026 holdings

Shares (Q2 2026): 2,446
Value: $174.9K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of WPC by SOA Wealth Advisors, LLC., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,446	$174.9K	<0.1%	+13+0.5%	Added	Holders
Q1 2026	2,433	$165.3K	<0.1%	+13+0.5%	Added	Holders
Q4 2025	2,420	$155.7K	<0.1%	−10−0.4%	Reduced	Holders
Q3 2025	2,430	$164.2K	<0.1%	+14+0.6%	Added	Holders
Q2 2025	2,416	$150.7K	<0.1%	+37+1.6%	Added	Holders
Q1 2025	2,379	$150.1K	<0.1%	+15+0.6%	Added	Holders
Q4 2024	2,364	$128.8K	<0.1%	+13+0.6%	Added	Holders
Q3 2024	2,351	$146.5K	<0.1%	+14+0.6%	Added	Holders
Q2 2024	2,337	$128.7K	<0.1%	−617−20.9%	Reduced	Holders
Q1 2024	2,954	$166.7K	<0.1%	−71,077−96.0%	Reduced	Holders
Q4 2023	74,031	$4.80M	1.1%	−4,768−6.1%	Reduced	Holders
Q3 2023	78,799	$4.26M	1.1%	−7,535−8.7%	Reduced	Holders
Q2 2023	86,334	$5.83M	1.4%	−2,292−2.6%	Reduced	Holders
Q1 2023	88,626	$6.86M	1.7%	−40.0%	Reduced	Holders
Q4 2022	88,630	$6.93M	1.9%	−2,107−2.3%	Reduced	Holders
Q3 2022	90,737	$6.33M	1.9%	+38,535+73.8%	Added	Holders
Q2 2022	52,202	$4.33M	1.3%	−47−0.1%	Reduced	Holders
Q1 2022	52,249	$4.22M	1.0%	−238−0.5%	Reduced	Holders
Q4 2021	52,487	$4.30M	1.0%	−42−0.1%	Reduced	Holders
Q3 2021	52,529	$3.84M	1.0%	+378+0.7%	Added	Holders
Q2 2021	52,151	$3.89M	1.0%	−5,234−9.1%	Reduced	Holders
Q1 2021	57,385	$4.06M	1.1%	–	–	Holders

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