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Cetera Investment Advisers: WELL position timeline

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

Cetera Investment Advisers held 227,903 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 227,903 shares
    Change vs previous 13F +24,400 shares

    0.05% of the 13F portfolio, value $51,727,203.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 203,503 shares
    Change vs previous 13F -1,299 shares

    0.04% of the 13F portfolio, value $40,234,513.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 204,802 shares
    Change vs previous 13F +40,028 shares

    0.04% of the 13F portfolio, value $38,013,088.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 164,774 shares
    Change vs previous 13F +61,890 shares

    0.03% of the 13F portfolio, value $29,352,989.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 102,884 shares
    Change vs previous 13F +4,640 shares

    0.03% of the 13F portfolio, value $15,816,373.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 98,244 shares
    Change vs previous 13F +11,499 shares

    0.03% of the 13F portfolio, value $15,051,862.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 86,745 shares
    Change vs previous 13F -1,887 shares

    0.02% of the 13F portfolio, value $10,932,435.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 88,632 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $11,347,500.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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