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Disclosery

Cornerstone Financial Management LLC: WELL position timeline

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

Cornerstone Financial Management LLC held 1,318 WELL shares at 2026-06-30 per its 13F-HR/A filed 2026-08-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,318 shares
    Change vs previous 13F +45 shares

    0.24% of the 13F portfolio, value $299,146.

    13F-HR/A 0002110329-26-000015 filed by Cornerstone Financial Management 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/A 1,273 shares
    Change vs previous 13F -1 shares

    0.23% of the 13F portfolio, value $251,685.

    13F-HR/A 0002110329-26-000014 filed by Cornerstone Financial Management 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/A 1,274 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $236,467.

    13F-HR/A 0002110329-26-000013 filed by Cornerstone Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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