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Disclosery

CMC Financial Group: WELL position timeline

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

CMC Financial Group held 0 WELL shares at 2026-03-31 per its 13F-HR filed 2026-05-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,827 shares

    13F-HR 0001770940-26-000002 filed by CMC Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,827 shares
    Change vs previous 13F +27 shares

    0.61% of the 13F portfolio, value $339,109.

    13F-HR 0001770940-26-000001 filed by CMC Financial Group
    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 1,800 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $320,652.

    13F-HR 0001770940-25-000006 filed by CMC Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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