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Disclosery

Royal Fund Management, LLC: WPC position timeline

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

Royal Fund Management, LLC held 19,949 WPC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,949 shares
    Change vs previous 13F +546 shares

    0.12% of the 13F portfolio, value $1,426,405.

    13F-HR 0001172661-26-002681 filed by Royal Fund Management, 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 19,403 shares
    Change vs previous 13F -17,859 shares

    0.13% of the 13F portfolio, value $1,318,660.

    13F-HR 0001172661-26-002431 filed by Royal Fund Management, 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 37,262 shares
    Change vs previous 13F +21,332 shares

    0.22% of the 13F portfolio, value $2,398,394.

    13F-HR 0001172661-26-000197 filed by Royal Fund Management, 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 15,930 shares
    Change vs previous 13F -374 shares

    0.13% of the 13F portfolio, value $1,076,579.

    13F-HR 0001172661-25-004479 filed by Royal Fund Management, 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 16,304 shares
    Change vs previous 13F +1,794 shares

    0.11% of the 13F portfolio, value $1,016,899.

    13F-HR 0001172661-25-003168 filed by Royal Fund Management, 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 14,510 shares
    Change vs previous 13F -12,670 shares

    0.11% of the 13F portfolio, value $916,892.

    13F-HR 0001172661-25-001875 filed by Royal Fund Management, 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 27,180 shares
    Change vs previous 13F +3,988 shares

    0.16% of the 13F portfolio, value $1,482,880.

    13F-HR 0001172661-25-000229 filed by Royal Fund Management, 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 23,192 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,447,016.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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