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Disclosery

Grant Private Wealth Management Inc: WPC position timeline

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

Grant Private Wealth Management Inc held 6,078 WPC shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,078 shares
    Change vs previous 13F +1,881 shares

    0.18% of the 13F portfolio, value $434,577.

    13F-HR 0001754960-26-000404 filed by Grant Private Wealth Management Inc
    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 4,197 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $285,228.

    13F-HR 0001754960-26-000241 filed by Grant Private Wealth Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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