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Demars Financial Group, LLC: WPC position timeline

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

Demars Financial Group, LLC held 23,259 WPC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,259 shares
    Change vs previous 13F +10,667 shares

    0.46% of the 13F portfolio, value $1,663,019.

    13F-HR 0001723115-26-000004 filed by Demars Financial Group, 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 12,592 shares
    Change vs previous 13F +2,657 shares

    0.28% of the 13F portfolio, value $855,752.

    13F-HR 0001723115-26-000003 filed by Demars Financial Group, 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 9,935 shares
    Change vs previous 13F -16 shares

    0.21% of the 13F portfolio, value $639,417.

    13F-HR 0001723115-26-000001 filed by Demars Financial Group, 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 9,951 shares
    Change vs previous 13F -8,077 shares

    0.23% of the 13F portfolio, value $672,389.

    13F-HR 0001723115-25-000007 filed by Demars Financial Group, 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 18,028 shares
    Change vs previous 13F -1,042,788 shares

    0.43% of the 13F portfolio, value $1,124,587.

    13F-HR 0001723115-25-000004 filed by Demars Financial Group, 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 1,060,816 shares
    Change vs previous 13F +62,524 shares

    13F-HR 0001723115-25-000003 filed by Demars Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  7. period ended2024-12-31
    13F 998,292 shares
    Change vs previous 13F +988,409 shares

    13F-HR 0001723115-25-000002 filed by Demars Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  8. period ended2024-09-30
    13F 9,883 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $615,711.

    13F-HR 0001723115-24-000009 filed by Demars Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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