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Disclosery

Echo Wealth Management, LLC: WELL position timeline

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

Echo Wealth Management, LLC held 0 WELL shares at 2025-03-31 per its 13F-HR filed 2025-04-22.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,000 shares

    13F-HR 0001398344-25-007422 filed by Echo Wealth Management, 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 ended2024-12-31
    13F 2,000 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $252,060.

    13F-HR 0001398344-25-000865 filed by Echo Wealth 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 ended2024-09-30
    13F 2,000 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $248,680.

    13F-HR 0001398344-24-019033 filed by Echo Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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