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Independent Advisor Alliance: WPC position timeline

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

Independent Advisor Alliance held 7,903 WPC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,903 shares
    Change vs previous 13F -4,050 shares

    0.01% of the 13F portfolio, value $565,101.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 11,953 shares
    Change vs previous 13F +27 shares

    0.01% of the 13F portfolio, value $812,330.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 11,926 shares
    Change vs previous 13F -2,176 shares

    0.02% of the 13F portfolio, value $767,530.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 14,102 shares
    Change vs previous 13F +3,817 shares

    0.02% of the 13F portfolio, value $952,885.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 10,285 shares
    Change vs previous 13F -16 shares

    0.02% of the 13F portfolio, value $641,549.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 10,301 shares
    Change vs previous 13F -36 shares

    0.02% of the 13F portfolio, value $650,082.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 10,337 shares
    Change vs previous 13F +1,381 shares

    0.01% of the 13F portfolio, value $563,147.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 8,956 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $557,971.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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