Skip to content
Disclosery

Arkadios Wealth Advisors: WELL position timeline

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

Arkadios Wealth Advisors held 16,507 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,507 shares
    Change vs previous 13F -728 shares

    0.06% of the 13F portfolio, value $3,746,733.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 17,235 shares
    Change vs previous 13F -8,183 shares

    0.06% of the 13F portfolio, value $3,407,556.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 25,418 shares
    Change vs previous 13F +5,564 shares

    0.09% of the 13F portfolio, value $4,717,836.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 19,854 shares
    Change vs previous 13F +10,152 shares

    0.09% of the 13F portfolio, value $3,536,676.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 9,702 shares
    Change vs previous 13F +465 shares

    0.04% of the 13F portfolio, value $1,491,466.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 9,237 shares
    Change vs previous 13F +2,819 shares

    0.05% of the 13F portfolio, value $1,415,091.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 6,418 shares
    Change vs previous 13F -68 shares

    0.04% of the 13F portfolio, value $808,832.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 6,486 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $830,376.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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