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Disclosery

PFG Investments, LLC: WPC position timeline

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

PFG Investments, LLC held 12,138 WPC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,138 shares
    Change vs previous 13F +87 shares

    0.03% of the 13F portfolio, value $867,873.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 12,051 shares
    Change vs previous 13F -1,385 shares

    0.04% of the 13F portfolio, value $819,008.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 13,436 shares
    Change vs previous 13F -908 shares

    0.04% of the 13F portfolio, value $864,715.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 14,344 shares
    Change vs previous 13F +2,805 shares

    0.05% of the 13F portfolio, value $969,191.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 11,539 shares
    Change vs previous 13F -4,387 shares

    0.04% of the 13F portfolio, value $719,786.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 15,926 shares
    Change vs previous 13F +3,514 shares

    0.06% of the 13F portfolio, value $1,005,093.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 12,412 shares
    Change vs previous 13F +4,346 shares

    0.04% of the 13F portfolio, value $676,223.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 8,066 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $502,492.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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