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Evergreen Wealth Solutions, LLC

SEC CIK
0001904432
Latest filing
Aug 14, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Evergreen Wealth Solutions, 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)
27,097
Value
$1.94M
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of WPC by Evergreen Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,097$1.94M0.1%+281+1.0%AddedHolders
Q1 202626,816$1.82M0.1%+26,816NewHolders