Winnow Wealth LLC

SEC CIK: 0002079687
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

WPC holding history

W. P. Carey Inc. in every 13F filed by Winnow Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

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

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2024

Holdings of WPC by Winnow Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−6−100.0%	Sold out	Holders
Q3 2025	6	$408	<0.1%	+6	New	Holders
Q2 2025	0	$0	0.0%	−5−100.0%	Sold out	Holders
Q1 2025	5	$316	<0.1%	+1+25.0%	Added	Holders
Q4 2024	4	$183	<0.1%	–	No prior filing	Holders