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Disclosery

Cornerstone Advisors, LLC: WELL position timeline

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

Cornerstone Advisors, LLC held 101,285 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,285 shares
    Change vs previous 13F -18,798 shares

    0.76% of the 13F portfolio, value $22,988,656.

    13F-HR 0001398344-26-013809 filed by Cornerstone Advisors, 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 120,083 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $23,741,610.

    13F-HR 0001398344-26-008799 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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