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AVANTAX ADVISORY SERVICES, INC.: WELL position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 43,032 WELL shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 43,032 shares
    Change vs previous 13F +2,563 shares

    0.04% of the 13F portfolio, value $6,615,345.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 40,469 shares
    Change vs previous 13F -310 shares

    0.04% of the 13F portfolio, value $6,200,321.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 40,779 shares
    Change vs previous 13F +42 shares

    0.03% of the 13F portfolio, value $5,139,391.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 40,737 shares
    Change vs previous 13F -599 shares

    0.03% of the 13F portfolio, value $5,215,609.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 41,336 shares
    Change vs previous 13F +34,321 shares

    0.03% of the 13F portfolio, value $4,309,248.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 7,015 shares
    Change vs previous 13F -2,730 shares

    0.01% of the 13F portfolio, value $655,495.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 9,745 shares
    Change vs previous 13F -352 shares

    0.01% of the 13F portfolio, value $878,691.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 10,097 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $827,109.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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