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Disclosery

Asset Planning,Inc: WELL position timeline

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

Asset Planning,Inc held 20,453 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,453 shares
    Change vs previous 13F +345 shares

    3.01% of the 13F portfolio, value $4,642,168.

    13F-HR 0002048547-26-000003 filed by Asset Planning,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 20,108 shares
    Change vs previous 13F +206 shares

    2.83% of the 13F portfolio, value $3,975,492.

    13F-HR 0002048547-26-000002 filed by Asset Planning,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 19,902 shares
    Change vs previous 13F -209 shares

    2.6% of the 13F portfolio, value $3,694,092.

    13F-HR 0002048547-26-000001 filed by Asset Planning,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 20,111 shares
    Change vs previous 13F -93 shares

    2.59% of the 13F portfolio, value $3,582,577.

    13F-HR 0002048547-25-000007 filed by Asset Planning,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 20,204 shares
    Change vs previous 13F -192 shares

    2.34% of the 13F portfolio, value $3,105,891.

    13F-HR 0002048547-25-000003 filed by Asset Planning,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 20,396 shares
    Change vs previous 13F -192 shares

    2.45% of the 13F portfolio, value $3,124,860.

    13F-HR 0002048547-25-000002 filed by Asset Planning,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 20,588 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $2,594,768.

    13F-HR 0002048547-25-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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