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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Abound Wealth Management, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2023
Holdings of WPC by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−175−100.0%Sold outHolders
Q1 2026175$11.9K<0.1%+175NewHolders
Q3 20230$00.0%−4−100.0%Sold outHolders
Q2 20234$271<0.1%+4NewHolders