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DAVENPORT & Co LLC: WPC position timeline

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

DAVENPORT & Co LLC held 106,293 WPC shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,293 shares
    Change vs previous 13F -2,198 shares

    0.04% of the 13F portfolio, value $7,608,072.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co 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 108,491 shares
    Change vs previous 13F -43,227 shares

    0.04% of the 13F portfolio, value $7,372,820.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co 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 151,718 shares
    Change vs previous 13F -3,872 shares

    0.05% of the 13F portfolio, value $9,768,284.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co 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 155,590 shares
    Change vs previous 13F -40 shares

    0.06% of the 13F portfolio, value $10,515,314.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co 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 155,630 shares
    Change vs previous 13F -1,729 shares

    0.05% of the 13F portfolio, value $9,710,169.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co LLC
    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 157,359 shares
    Change vs previous 13F +36,869 shares

    0.06% of the 13F portfolio, value $9,929,243.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 120,490 shares
    Change vs previous 13F +30,191 shares

    0.04% of the 13F portfolio, value $6,564,800.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 90,299 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,627,398.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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