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Disclosery

CWM, LLC: WPC position timeline

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

CWM, LLC held 342,841 WPC shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 342,841 shares
    Change vs previous 13F -11,368 shares

    0.06% of the 13F portfolio, value $23,299,451.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 354,209 shares
    Change vs previous 13F -16,971 shares

    0.06% of the 13F portfolio, value $22,797,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 371,180 shares
    Change vs previous 13F +353,279 shares

    0.08% of the 13F portfolio, value $25,081,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 17,901 shares
    Change vs previous 13F -929 shares

    <0.01% of the 13F portfolio, value $1,117,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 18,830 shares
    Change vs previous 13F +1,088 shares

    <0.01% of the 13F portfolio, value $1,188,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 17,742 shares
    Change vs previous 13F +121 shares

    <0.01% of the 13F portfolio, value $967,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 17,621 shares
    Change vs previous 13F -281 shares

    <0.01% of the 13F portfolio, value $1,098,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 17,902 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $986,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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