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Checchi Capital Advisers, LLC: WELL position timeline

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

Checchi Capital Advisers, LLC held 6,998 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,998 shares
    Change vs previous 13F +29 shares

    0.1% of the 13F portfolio, value $1,588,223.

    13F-HR 0001598186-26-000003 filed by Checchi Capital Advisers, 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 6,969 shares
    Change vs previous 13F +269 shares

    0.09% of the 13F portfolio, value $1,377,742.

    13F-HR 0001598186-26-000002 filed by Checchi Capital Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 6,700 shares
    Change vs previous 13F -428 shares

    0.08% of the 13F portfolio, value $1,243,494.

    13F-HR 0001598186-26-000001 filed by Checchi Capital Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 7,128 shares
    Change vs previous 13F -3,614 shares

    0.09% of the 13F portfolio, value $1,269,693.

    13F-HR 0001598186-25-000003 filed by Checchi Capital Advisers, LLC
    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 10,742 shares
    Change vs previous 13F -261 shares

    0.12% of the 13F portfolio, value $1,651,291.

    13F-HR 0001085146-25-004026 filed by Checchi Capital Advisers, LLC
    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 11,003 shares
    Change vs previous 13F +1,797 shares

    0.12% of the 13F portfolio, value $1,685,770.

    13F-HR 0001085146-25-002398 filed by Checchi Capital Advisers, LLC
    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 9,206 shares
    Change vs previous 13F +172 shares

    0.09% of the 13F portfolio, value $1,160,232.

    13F-HR 0001085146-25-000800 filed by Checchi Capital Advisers, LLC
    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 9,034 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,156,623.

    13F-HR 0001085146-24-005324 filed by Checchi Capital Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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