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Disclosery

Austin Private Wealth, LLC: WPC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Austin Private Wealth, LLC on WPC, newest first. How the timeline and the estimate are built.

Austin Private Wealth, LLC held 6,287 WPC shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 6,287 shares
    Change vs previous 13F -1,367 shares

    0.03% of the 13F portfolio, value $404,631.

    13F-HR 0001172661-26-000230 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 7,654 shares
    Change vs previous 13F +161 shares

    0.04% of the 13F portfolio, value $517,181.

    13F-HR 0001172661-25-004325 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 7,493 shares
    Change vs previous 13F -128 shares

    0.04% of the 13F portfolio, value $467,413.

    13F-HR 0001172661-25-002847 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 7,621 shares
    Change vs previous 13F +13 shares

    0.04% of the 13F portfolio, value $480,961.

    13F-HR 0001172661-25-001646 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 7,608 shares
    Change vs previous 13F +566 shares

    0.04% of the 13F portfolio, value $414,484.

    13F-HR 0001172661-25-000335 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 7,042 shares
    Change vs previous 13F -1,124 shares

    0.04% of the 13F portfolio, value $438,717.

    13F-HR 0001172661-24-004415 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F/A 8,166 shares
    Change vs previous 13F -655 shares

    0.05% of the 13F portfolio, value $449,538.

    13F-HR/A 0001085146-24-003037 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 8,821 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $484,626.

    13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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