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Disclosery

Atria Investments, Inc: WELL position timeline

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

Atria Investments, Inc held 59,553 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,553 shares
    Change vs previous 13F +8,578 shares

    0.14% of the 13F portfolio, value $13,516,716.

    13F-HR 0001535865-26-000010 filed by Atria Investments, 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 50,975 shares
    Change vs previous 13F -2,221 shares

    0.11% of the 13F portfolio, value $10,078,304.

    13F-HR 0001535865-26-000005 filed by Atria Investments, 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 53,196 shares
    Change vs previous 13F +2,413 shares

    0.11% of the 13F portfolio, value $9,873,787.

    13F-HR 0001535865-26-000003 filed by Atria Investments, 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 50,783 shares
    Change vs previous 13F +1,865 shares

    0.1% of the 13F portfolio, value $9,046,553.

    13F-HR 0001535865-25-000016 filed by Atria Investments, 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 48,918 shares
    Change vs previous 13F +10,326 shares

    0.09% of the 13F portfolio, value $7,520,125.

    13F-HR 0001535865-25-000014 filed by Atria Investments, 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 38,592 shares
    Change vs previous 13F +1,869 shares

    0.08% of the 13F portfolio, value $5,912,628.

    13F-HR 0001535865-25-000009 filed by Atria Investments, 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 36,723 shares
    Change vs previous 13F +1,651 shares

    0.06% of the 13F portfolio, value $4,628,166.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    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 35,072 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,490,294.

    13F-HR 0001535865-24-000019 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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