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B. Riley Wealth Advisors, Inc.: WELL position timeline

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

B. Riley Wealth Advisors, Inc. held 3,663 WELL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,663 shares
    Change vs previous 13F +506 shares

    0.03% of the 13F portfolio, value $843,412.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,157 shares
    Change vs previous 13F +21 shares

    0.04% of the 13F portfolio, value $719,034.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,136 shares
    Change vs previous 13F -533 shares

    0.04% of the 13F portfolio, value $612,435.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,669 shares
    Change vs previous 13F +605 shares

    0.03% of the 13F portfolio, value $681,067.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,064 shares
    Change vs previous 13F +256 shares

    0.03% of the 13F portfolio, value $545,776.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,808 shares
    Change vs previous 13F -23,174 shares

    0.02% of the 13F portfolio, value $431,694.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 25,982 shares
    Change vs previous 13F +3,113 shares

    0.12% of the 13F portfolio, value $3,980,746.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 22,869 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,882,228.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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