Skip to main content

Wiser Advisor Group LLC

SEC CIK
0002011550
Latest filing
Aug 14, 2026

DOC holding history

Healthpeak Properties, Inc. in every 13F filed by Wiser Advisor Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOC overviewAll 13F holders of DOCFull Q2 2026 holdings

Shares (Q2 2026)
2,068
Value
$44.2K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2023
Holdings of DOC by Wiser Advisor Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,068$44.2K<0.1%+34+1.7%AddedHolders
Q1 20262,034$33.4K<0.1%+36+1.8%AddedHolders
Q4 20251,998$32.1K<0.1%+35+1.8%AddedHolders
Q3 20251,963$37.6K<0.1%+1,963NewHolders
Q2 20250$00.0%−1,897−100.0%Sold outHolders
Q1 20251,897$38.4K0.1%+28+1.5%AddedHolders
Q4 20241,869$37.9K0.1%+26+1.4%AddedHolders
Q3 20241,843$42.1K0.1%+25+1.4%AddedHolders
Q2 20241,818$35.6K0.1%+29+1.6%AddedHolders
Q1 20241,789$33.6K0.1%+30+1.7%AddedHolders
Q4 20231,759$34.8K0.1%–No prior filingHolders