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CarsonAllaria Wealth Management, Ltd.: WPC position timeline

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

CarsonAllaria Wealth Management, Ltd. held 5,425 WPC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,425 shares
    Change vs previous 13F -19 shares

    0.17% of the 13F portfolio, value $387,889.

    13F-HR 0001900946-26-000004 filed by CarsonAllaria Wealth Management, Ltd.
    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 5,444 shares
    Change vs previous 13F +25 shares

    0.18% of the 13F portfolio, value $369,970.

    13F-HR 0001900946-26-000002 filed by CarsonAllaria Wealth Management, Ltd.
    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 5,419 shares
    Change vs previous 13F +29 shares

    0.17% of the 13F portfolio, value $348,736.

    13F-HR 0001900946-26-000001 filed by CarsonAllaria Wealth Management, Ltd.
    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 5,390 shares
    Change vs previous 13F -1,732 shares

    0.19% of the 13F portfolio, value $364,235.

    13F-HR 0001900946-25-000006 filed by CarsonAllaria Wealth Management, Ltd.
    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 7,122 shares
    Change vs previous 13F +53 shares

    0.24% of the 13F portfolio, value $444,271.

    13F-HR 0001900946-25-000005 filed by CarsonAllaria Wealth Management, Ltd.
    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 7,069 shares
    Change vs previous 13F -2,718 shares

    0.26% of the 13F portfolio, value $446,185.

    13F-HR 0001900946-25-000003 filed by CarsonAllaria Wealth Management, Ltd.
    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 9,787 shares
    Change vs previous 13F +92 shares

    0.31% of the 13F portfolio, value $533,222.

    13F-HR 0001900946-25-000001 filed by CarsonAllaria Wealth Management, Ltd.
    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 9,695 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $604,043.

    13F-HR 0001900946-24-000005 filed by CarsonAllaria Wealth Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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