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Disclosery

CPC Advisors, LLC: WELL position timeline

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

CPC Advisors, LLC held 0 WELL shares at 2026-03-31 per its 13F-HR filed 2026-04-16.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -47,374 shares

    13F-HR 0002085853-26-000393 filed by CPC Advisors, LLC
    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 47,374 shares
    Change vs previous 13F -4,545 shares

    0.89% of the 13F portfolio, value $8,793,120.

    13F-HR 0002085853-26-000117 filed by CPC 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 ended2025-09-30
    13F 51,919 shares
    Change vs previous 13F +649 shares

    0.98% of the 13F portfolio, value $9,248,817.

    13F-HR 0002085853-25-000170 filed by CPC 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 ended2025-06-30
    13F 51,270 shares
    Change vs previous 13F +1,264 shares

    0.99% of the 13F portfolio, value $7,881,796.

    13F-HR 0001667731-25-000878 filed by CPC 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 ended2025-03-31
    13F 50,006 shares
    Change vs previous 13F +3,450 shares

    1.05% of the 13F portfolio, value $7,661,414.

    13F-HR 0001667731-25-000476 filed by CPC 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 ended2024-12-31
    13F 46,556 shares
    Change vs previous 13F +799 shares

    0.8% of the 13F portfolio, value $5,867,397.

    13F-HR 0001667731-25-000166 filed by CPC 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 ended2024-09-30
    13F 45,757 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $5,858,308.

    13F-HR 0001805250-24-000007 filed by CPC Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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