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Disclosery

Advance Capital Management, Inc.: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advance Capital Management, Inc. on WELL, newest first. How the timeline and the estimate are built.

Advance Capital Management, Inc. held 13,722 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,722 shares
    Change vs previous 13F -33 shares

    0.1% of the 13F portfolio, value $3,114,482.

    13F-HR 0002085853-26-000991 filed by Advance Capital Management, 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 13,755 shares
    Change vs previous 13F +32 shares

    0.1% of the 13F portfolio, value $2,719,501.

    13F-HR 0002085853-26-000517 filed by Advance Capital Management, 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 13,723 shares
    Change vs previous 13F -3 shares

    0.11% of the 13F portfolio, value $2,547,126.

    13F-HR 0001536029-26-000001 filed by Advance Capital Management, 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 13,726 shares
    Change vs previous 13F +48 shares

    0.11% of the 13F portfolio, value $2,445,150.

    13F-HR 0001536029-25-000006 filed by Advance Capital Management, Inc.
    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 13,678 shares
    Change vs previous 13F +8 shares

    0.1% of the 13F portfolio, value $2,102,719.

    13F-HR 0001536029-25-000004 filed by Advance Capital Management, Inc.
    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 13,670 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $2,094,381.

    13F-HR 0001536029-25-000003 filed by Advance Capital Management, Inc.
    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 13,670 shares
    Change vs previous 13F -3 shares

    0.08% of the 13F portfolio, value $1,722,830.

    13F-HR 0001536029-25-000001 filed by Advance Capital Management, Inc.
    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 13,673 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,750,564.

    13F-HR 0001536029-24-000006 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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