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Benchmark Investment Advisors LLC: WELL position timeline

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

Benchmark Investment Advisors LLC held 5,060 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,060 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,148,468.

    13F-HR 0001104659-26-095032 filed by Benchmark Investment Advisors LLC
    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 5,060 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,000,413.

    13F-HR 0001104659-26-060063 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 5,060 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $901,388.

    13F-HR 0001104659-25-111202 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 5,060 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $775,243.

    13F-HR 0001104659-25-049175 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 5,060 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $637,712.

    13F-HR 0001104659-25-012608 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 5,060 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $647,832.

    13F-HR 0001104659-24-117601 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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