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Gilpin Wealth Management’s LTC Properties LTC Stock Holding History

Gilpin Wealth Management’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$215 Hold
5
– – ﹤0.01% 1100
2026
Q2 		$193 Hold
5
– – ﹤0.01% 929
2026
Q1 		$186 Hold
5
– – ﹤0.01% 864
2025
Q4 		$172 Buy
+5
New +$176 ﹤0.01% 704

Other funds holding LTC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Gilpin Wealth Management's LTC Position: Q3 2026 in Review

Gilpin Wealth Management held its LTC Properties (LTC) position steady in Q3 2026 at 5 shares worth $215. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Gilpin Wealth Management first reported a position in LTC in Q4 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold LTC as of Q3 2026.

  • Gilpin Wealth Management held 5 shares of LTC Properties worth $215 as of Q3 2026.
  • Gilpin Wealth Management left its LTC Properties share count unchanged in Q3 2026.
  • LTC Properties made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1100 holding.
  • Gilpin Wealth Management first reported a position in LTC Properties in Q4 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held LTC Properties as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.