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CLIENT 1ST ADVISORY GROUP, LLC: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIENT 1ST ADVISORY GROUP, LLC on WELL, newest first. How the timeline and the estimate are built.

CLIENT 1ST ADVISORY GROUP, LLC held 964 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 964 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $218,799.

    13F-HR 0001802816-26-000003 filed by CLIENT 1ST ADVISORY GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).