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CENTAURUS FINANCIAL, INC.: WELL position timeline

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

CENTAURUS FINANCIAL, INC. held 16,460 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,460 shares
    Change vs previous 13F +736 shares

    0.15% of the 13F portfolio, value $3,736,000.

    13F-HR 0000891943-26-000010 filed by CENTAURUS FINANCIAL, 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 15,724 shares
    Change vs previous 13F +778 shares

    0.15% of the 13F portfolio, value $3,109,000.

    13F-HR 0000891943-26-000005 filed by CENTAURUS FINANCIAL, 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 14,946 shares
    Change vs previous 13F +1,325 shares

    0.13% of the 13F portfolio, value $2,774,000.

    13F-HR 0000891943-26-000001 filed by CENTAURUS FINANCIAL, 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 13,621 shares
    Change vs previous 13F +729 shares

    0.11% of the 13F portfolio, value $2,426,000.

    13F-HR 0000891943-25-000011 filed by CENTAURUS FINANCIAL, 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 12,892 shares
    Change vs previous 13F -3,812 shares

    0.12% of the 13F portfolio, value $1,982,000.

    13F-HR 0000891943-25-000009 filed by CENTAURUS FINANCIAL, 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 16,704 shares
    Change vs previous 13F -431 shares

    0.15% of the 13F portfolio, value $2,559,000.

    13F-HR 0000891943-25-000005 filed by CENTAURUS FINANCIAL, 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 17,135 shares
    Change vs previous 13F +16,347 shares

    0.13% of the 13F portfolio, value $2,159,000.

    13F-HR 0000891943-25-000003 filed by CENTAURUS FINANCIAL, 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 788 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $101,000.

    13F-HR 0000891943-24-000005 filed by CENTAURUS FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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