WPWealth LLP

SEC CIK: 0001950118
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

CAI holding history

Caris Life Sciences, Inc. in every 13F filed by WPWealth LLP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAI overview All 13F holders of CAI Full Q2 2026 holdings

Shares (Q2 2026): 23,025
Value: $410.3K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of CAI by WPWealth LLP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23,025	$410.3K	0.1%	00.0%	Unchanged	Holders
Q1 2026	23,025	$411.7K	0.1%	00.0%	Unchanged	Holders
Q4 2025	23,025	$621.2K	0.1%	−110.0%	Reduced	Holders
Q3 2025	23,036	$696.8K	0.1%	+23,036	New	Holders