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Investmark Advisory Group LLC: WPC position timeline

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

Investmark Advisory Group LLC held 36,479 WPC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,479 shares
    Change vs previous 13F +1,071 shares

    0.99% of the 13F portfolio, value $2,608,229.

    13F-HR 0001172661-26-003182 filed by Investmark Advisory 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 35,408 shares
    Change vs previous 13F +451 shares

    1.03% of the 13F portfolio, value $2,406,356.

    13F-HR 0001172661-26-002249 filed by Investmark Advisory 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 34,957 shares
    Change vs previous 13F -340 shares

    0.96% of the 13F portfolio, value $2,249,838.

    13F-HR 0001172661-26-000347 filed by Investmark Advisory 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 35,297 shares
    Change vs previous 13F +751 shares

    1.03% of the 13F portfolio, value $2,385,066.

    13F-HR 0001172661-25-004399 filed by Investmark Advisory 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 34,546 shares
    Change vs previous 13F -268 shares

    1.01% of the 13F portfolio, value $2,155,005.

    13F-HR 0001172661-25-003439 filed by Investmark Advisory 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 34,814 shares
    Change vs previous 13F +1,849 shares

    1.09% of the 13F portfolio, value $2,197,127.

    13F-HR 0001172661-25-002023 filed by Investmark Advisory Group 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 32,965 shares
    Change vs previous 13F -1,460 shares

    0.88% of the 13F portfolio, value $1,795,949.

    13F-HR 0001172661-25-001322 filed by Investmark Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 34,425 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $2,144,722.

    13F-HR 0001172661-24-005067 filed by Investmark Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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