Avantax Planning Partners, Inc.: WPC position timeline

Avantax Planning Partners, Inc. held 0 WPC shares at 2025-09-30 per its 13F-HR filed 2025-10-31.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -3,260 shares

   13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 3,260 shares

   Change vs previous 13F -947 shares

   0.01% of the 13F portfolio, value $203,359.

   13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 4,207 shares

   Change vs previous 13F -2,012 shares

   0.01% of the 13F portfolio, value $265,504.

   13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 6,219 shares

   Change vs previous 13F -218 shares

   0.01% of the 13F portfolio, value $338,811.

   13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 6,437 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $401,025.

   13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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