Skip to content
Disclosery

Allworth Financial LP: WPC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on WPC, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 126,552 WPC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,552 shares
    Change vs previous 13F -2,915 shares

    0.04% of the 13F portfolio, value $9,048,483.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 129,467 shares
    Change vs previous 13F -286 shares

    0.04% of the 13F portfolio, value $8,798,575.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 129,753 shares
    Change vs previous 13F +1,286 shares

    0.03% of the 13F portfolio, value $8,350,888.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 128,467 shares
    Change vs previous 13F -3,208 shares

    0.04% of the 13F portfolio, value $8,680,484.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 131,675 shares
    Change vs previous 13F -28 shares

    0.04% of the 13F portfolio, value $8,213,905.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 131,703 shares
    Change vs previous 13F -4,767 shares

    0.05% of the 13F portfolio, value $7,995,701.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 136,470 shares
    Change vs previous 13F +643 shares

    0.04% of the 13F portfolio, value $7,527,704.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 135,827 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $8,462,014.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).