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Clarion Wealth Managment Partners, LLC: WPC position timeline

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

Clarion Wealth Managment Partners, LLC held 18,133 WPC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,133 shares
    Change vs previous 13F -447 shares

    1.05% of the 13F portfolio, value $1,296,529.

    13F-HR 0002081211-26-000003 filed by Clarion Wealth Managment Partners, LLC
    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 18,580 shares
    Change vs previous 13F -932 shares

    1.14% of the 13F portfolio, value $1,262,693.

    13F-HR 0002081211-26-000002 filed by Clarion Wealth Managment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 19,512 shares
    Change vs previous 13F -1,701 shares

    1.16% of the 13F portfolio, value $1,255,794.

    13F-HR 0002081211-26-000001 filed by Clarion Wealth Managment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 21,213 shares
    Change vs previous 13F +129 shares

    1.41% of the 13F portfolio, value $1,433,367.

    13F-HR 0002081211-25-000001 filed by Clarion Wealth Managment Partners, LLC
    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 21,084 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $1,315,210.

    13F-HR 0001085146-25-005403 filed by Clarion Wealth Managment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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