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Disclosery

Allworth Financial LP: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on WELL, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 18,436 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,436 shares
    Change vs previous 13F -1,823 shares

    0.02% of the 13F portfolio, value $4,184,375.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 20,259 shares
    Change vs previous 13F -1,782 shares

    0.02% of the 13F portfolio, value $4,005,480.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 22,041 shares
    Change vs previous 13F +285 shares

    0.02% of the 13F portfolio, value $4,091,001.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 21,756 shares
    Change vs previous 13F +876 shares

    0.02% of the 13F portfolio, value $3,875,597.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 20,880 shares
    Change vs previous 13F +14,806 shares

    0.02% of the 13F portfolio, value $3,209,848.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 6,074 shares
    Change vs previous 13F +995 shares

    0.01% of the 13F portfolio, value $897,477.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 5,079 shares
    Change vs previous 13F +1,416 shares

    <0.01% of the 13F portfolio, value $666,092.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 3,663 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $468,953.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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