ASSET PLANNING SERVICES INC /LA/ /ADV: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ASSET PLANNING SERVICES INC /LA/ /ADV on WELL, newest first. How the timeline and the estimate are built.

ASSET PLANNING SERVICES INC /LA/ /ADV held 33,415 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 33,415 shares
Change vs previous 13F -1,685 shares
3.22% of the 13F portfolio, value $7,584,000.
13F-HR 0000811407-26-000003 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 35,100 shares
Change vs previous 13F +65 shares
3.04% of the 13F portfolio, value $6,940,000.
13F-HR 0000811407-26-000002 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 35,035 shares
Change vs previous 13F not available
2.87% of the 13F portfolio, value $6,503,000.
13F-HR 0000811407-26-000001 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).