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Disclosery

American Financial Advisors, LLC: WELL position timeline

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

American Financial Advisors, LLC held 9,594 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,594 shares
    Change vs previous 13F -257 shares

    0.26% of the 13F portfolio, value $2,177,655.

    13F-HR 0002085853-26-000727 filed by American Financial Advisors, LLC
    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 9,851 shares
    Change vs previous 13F -598 shares

    0.26% of the 13F portfolio, value $1,947,663.

    13F-HR 0002085853-26-000589 filed by American Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 10,449 shares
    Change vs previous 13F -414 shares

    0.25% of the 13F portfolio, value $1,939,474.

    13F-HR 0002085853-26-000173 filed by American Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,863 shares
    Change vs previous 13F -2,340 shares

    0.25% of the 13F portfolio, value $1,935,132.

    13F-HR 0002085853-25-000169 filed by American Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 13,203 shares
    Change vs previous 13F -63 shares

    0.28% of the 13F portfolio, value $2,029,753.

    13F-HR 0001667731-25-000761 filed by American Financial Advisors, LLC
    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 13,266 shares
    Change vs previous 13F -319 shares

    0.29% of the 13F portfolio, value $2,032,553.

    13F-HR 0001667731-25-000565 filed by American Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 13,585 shares
    Change vs previous 13F +39 shares

    0.24% of the 13F portfolio, value $1,712,075.

    13F-HR 0001667731-25-000187 filed by American Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,546 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,734,331.

    13F-HR 0001767898-24-000004 filed by American Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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