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Disclosery

Savvy Advisors, Inc.: WPC position timeline

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

Savvy Advisors, Inc. held 3,523 WPC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,523 shares
    Change vs previous 13F +222 shares

    0.01% of the 13F portfolio, value $251,897.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 3,301 shares
    Change vs previous 13F -146 shares

    0.01% of the 13F portfolio, value $224,356.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 3,447 shares
    Change vs previous 13F -306 shares

    0.01% of the 13F portfolio, value $221,860.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 3,753 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $253,604.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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