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Disclosery

HARBOR INVESTMENT ADVISORY, LLC: WPC position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 16,914 WPC shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,914 shares
    Change vs previous 13F -158 shares

    0.07% of the 13F portfolio, value $1,093,169.

    13F-HR 0001468792-26-000011 filed by HARBOR INVESTMENT ADVISORY, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,072 shares
    Change vs previous 13F +8 shares

    0.09% of the 13F portfolio, value $1,220,625.

    13F-HR 0001468792-26-000006 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 17,064 shares
    Change vs previous 13F -90 shares

    0.09% of the 13F portfolio, value $1,159,674.

    13F-HR 0001468792-26-000005 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,154 shares
    Change vs previous 13F +7 shares

    0.08% of the 13F portfolio, value $1,104,047.

    13F-HR 0001468792-26-000001 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 17,147 shares
    Change vs previous 13F +5 shares

    0.1% of the 13F portfolio, value $1,158,597.

    13F-HR 0001468792-25-000006 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 17,142 shares
    Change vs previous 13F -141 shares

    0.1% of the 13F portfolio, value $1,069,295.

    13F-HR 0001468792-25-000005 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 17,283 shares
    Change vs previous 13F +109 shares

    0.11% of the 13F portfolio, value $1,090,743.

    13F-HR 0001468792-25-000004 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,174 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $935,659.

    13F-HR 0001468792-25-000001 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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