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Disclosery

Fiduciary Alliance LLC: WPC position timeline

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

Fiduciary Alliance LLC held 25,325 WPC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,325 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,810,738.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 25,325 shares
    Change vs previous 13F -5 shares

    0.11% of the 13F portfolio, value $1,812,764.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 25,330 shares
    Change vs previous 13F -125 shares

    0.11% of the 13F portfolio, value $1,630,239.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 25,455 shares
    Change vs previous 13F +518 shares

    0.12% of the 13F portfolio, value $1,719,994.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 24,937 shares
    Change vs previous 13F -285 shares

    0.12% of the 13F portfolio, value $1,555,570.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 25,222 shares
    Change vs previous 13F -812 shares

    0.16% of the 13F portfolio, value $1,591,760.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 26,034 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,418,332.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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