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Advisors Asset Management, Inc.: WELL position timeline

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

Advisors Asset Management, Inc. held 52,334 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,334 shares
    Change vs previous 13F -2,560 shares

    0.18% of the 13F portfolio, value $11,878,248.

    13F-HR 0002000324-26-003377 filed by Advisors Asset 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 54,894 shares
    Change vs previous 13F -5,319 shares

    0.18% of the 13F portfolio, value $10,853,093.

    13F-HR 0002000324-26-001941 filed by Advisors Asset 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/A 60,213 shares
    Change vs previous 13F +1,921 shares

    0.19% of the 13F portfolio, value $11,176,135.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset 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/A 58,292 shares
    Change vs previous 13F -5,202 shares

    0.18% of the 13F portfolio, value $10,384,137.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset 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/A 63,494 shares
    Change vs previous 13F +5,684 shares

    0.17% of the 13F portfolio, value $9,760,933.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset 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/A 57,810 shares
    Change vs previous 13F +4,424 shares

    0.17% of the 13F portfolio, value $8,857,070.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset 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/A 53,386 shares
    Change vs previous 13F +7,461 shares

    0.12% of the 13F portfolio, value $6,728,238.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset 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/A 45,925 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,879,778.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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