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AVANTAX ADVISORY SERVICES, INC.: WPC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on WPC, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 68,981 WPC shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 68,981 shares
    Change vs previous 13F -1,316 shares

    0.02% of the 13F portfolio, value $4,303,061.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 70,297 shares
    Change vs previous 13F +6,673 shares

    0.03% of the 13F portfolio, value $4,436,428.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 63,624 shares
    Change vs previous 13F +517 shares

    0.02% of the 13F portfolio, value $3,466,253.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 63,107 shares
    Change vs previous 13F +2,289 shares

    0.03% of the 13F portfolio, value $3,931,544.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 60,818 shares
    Change vs previous 13F +8,558 shares

    0.02% of the 13F portfolio, value $3,348,004.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 52,260 shares
    Change vs previous 13F +1,117 shares

    0.03% of the 13F portfolio, value $2,949,541.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 51,143 shares
    Change vs previous 13F -1,259 shares

    0.03% of the 13F portfolio, value $3,314,581.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 52,402 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,833,911.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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