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Impact Partnership Wealth, LLC

SEC CIK
0001984555
Latest filing
Jul 29, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Impact Partnership Wealth, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2023
Holdings of WPC by Impact Partnership Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−6,859−100.0%Sold outHolders
Q1 20256,859$432.8K0.1%−1,440−17.4%ReducedHolders
Q4 20248,299$452.1K0.1%+289+3.6%AddedHolders
Q3 20248,010$499.0K0.1%+8,010NewHolders
Q2 20240$00.0%−6,707−100.0%Sold outHolders
Q1 20246,707$378.5K0.2%+6,707NewHolders
Q4 20230$00.0%−1,044−100.0%Sold outHolders
Q3 20231,044$56.5K<0.1%+1,044NewHolders