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Disclosery

CoreCap Advisors, LLC: WELL position timeline

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

CoreCap Advisors, LLC held 3,427 WELL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,427 shares
    Change vs previous 13F +90 shares

    0.02% of the 13F portfolio, value $789,042.

    13F-HR 0001902501-26-000006 filed by CoreCap Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,337 shares
    Change vs previous 13F -266 shares

    0.02% of the 13F portfolio, value $757,406.

    13F-HR 0001902501-26-000003 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,603 shares
    Change vs previous 13F -12 shares

    0.02% of the 13F portfolio, value $712,353.

    13F-HR 0001902501-26-000002 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,615 shares
    Change vs previous 13F +214 shares

    0.02% of the 13F portfolio, value $670,982.

    13F-HR 0001902501-26-000001 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,401 shares
    Change vs previous 13F +12 shares

    0.02% of the 13F portfolio, value $605,854.

    13F-HR 0001902501-25-000005 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,389 shares
    Change vs previous 13F -66 shares

    0.02% of the 13F portfolio, value $520,991.

    13F-HR 0001902501-25-000004 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,455 shares
    Change vs previous 13F +342 shares

    0.02% of the 13F portfolio, value $529,341.

    13F-HR 0001984732-25-000005 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,113 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $392,331.

    13F-HR 0001984732-25-000003 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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