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TFG Advisers LLC: WPC position timeline

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

TFG Advisers LLC held 22,523 WPC shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 22,523 shares
    Change vs previous 13F +261 shares

    0.48% of the 13F portfolio, value $1,404,991.

    13F-HR 0001172661-25-002655 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 22,262 shares
    Change vs previous 13F -379 shares

    0.51% of the 13F portfolio, value $1,404,980.

    13F-HR 0001172661-25-002152 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 22,641 shares
    Change vs previous 13F -516 shares

    0.44% of the 13F portfolio, value $1,233,493.

    13F-HR 0001172661-25-000380 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 23,157 shares
    Change vs previous 13F -1,808 shares

    0.52% of the 13F portfolio, value $1,442,691.

    13F-HR 0001172661-24-004324 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 24,965 shares
    Change vs previous 13F -3,676 shares

    0.53% of the 13F portfolio, value $1,374,307.

    13F-HR 0001172661-24-002908 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 28,641 shares
    Change vs previous 13F -5 shares

    0.63% of the 13F portfolio, value $1,616,483.

    13F-HR 0001172661-24-002012 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 28,646 shares
    Change vs previous 13F -4,729 shares

    0.78% of the 13F portfolio, value $1,856,549.

    13F-HR 0001172661-24-000780 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 33,375 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,804,921.

    13F-HR 0001172661-23-003461 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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