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Disclosery

Balboa Wealth Partners: WELL position timeline

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

Balboa Wealth Partners held 3,306 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,306 shares
    Change vs previous 13F -875 shares

    0.1% of the 13F portfolio, value $750,275.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 4,181 shares
    Change vs previous 13F +734 shares

    0.14% of the 13F portfolio, value $826,549.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 3,447 shares
    Change vs previous 13F -82 shares

    0.11% of the 13F portfolio, value $639,725.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 3,529 shares
    Change vs previous 13F -65 shares

    0.11% of the 13F portfolio, value $628,587.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 3,594 shares
    Change vs previous 13F +488 shares

    0.11% of the 13F portfolio, value $552,434.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 3,106 shares
    Change vs previous 13F +583 shares

    0.11% of the 13F portfolio, value $475,870.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 2,523 shares
    Change vs previous 13F -1,235 shares

    0.07% of the 13F portfolio, value $317,974.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 3,758 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $481,137.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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