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Mutual Advisors, LLC: WPC position timeline

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

Mutual Advisors, LLC held 33,457 WPC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,457 shares
    Change vs previous 13F +94 shares

    0.05% of the 13F portfolio, value $2,392,211.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 33,363 shares
    Change vs previous 13F +4,145 shares

    0.05% of the 13F portfolio, value $2,267,345.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 29,218 shares
    Change vs previous 13F +1,318 shares

    0.04% of the 13F portfolio, value $1,880,459.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 27,900 shares
    Change vs previous 13F +5,122 shares

    0.04% of the 13F portfolio, value $1,894,383.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 22,778 shares
    Change vs previous 13F +795 shares

    0.04% of the 13F portfolio, value $1,471,457.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 21,983 shares
    Change vs previous 13F +3,090 shares

    0.04% of the 13F portfolio, value $1,332,612.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 18,893 shares
    Change vs previous 13F -7,534 shares

    0.03% of the 13F portfolio, value $1,049,314.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 26,427 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,547,302.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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