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Disclosery

Drake & Associates, LLC: WELL position timeline

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

Drake & Associates, LLC held 3,742 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,742 shares
    Change vs previous 13F -3,465 shares

    0.14% of the 13F portfolio, value $849,393.

    13F-HR 0001935795-26-000003 filed by Drake & Associates, 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 7,207 shares
    Change vs previous 13F -3,493 shares

    0.27% of the 13F portfolio, value $1,424,919.

    13F-HR 0001935795-26-000002 filed by Drake & Associates, 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 10,700 shares
    Change vs previous 13F -5,599 shares

    0.4% of the 13F portfolio, value $1,986,011.

    13F-HR 0001935795-26-000001 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 16,299 shares
    Change vs previous 13F -2,946 shares

    0.64% of the 13F portfolio, value $3,037,263.

    13F-HR 0001935795-25-000008 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 19,245 shares
    Change vs previous 13F +6,029 shares

    0.72% of the 13F portfolio, value $2,958,602.

    13F-HR 0001935795-25-000003 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 13,216 shares
    Change vs previous 13F +2,633 shares

    0.57% of the 13F portfolio, value $2,024,852.

    13F-HR 0001935795-25-000002 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 10,583 shares
    Change vs previous 13F +5,612 shares

    0.43% of the 13F portfolio, value $1,509,020.

    13F-HR 0001935795-25-000001 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,971 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $636,393.

    13F-HR 0001935795-24-000004 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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