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Emergent Wealth Advisors, LLC: WELL position timeline

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

Emergent Wealth Advisors, LLC held 8,033 WELL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,033 shares
    Change vs previous 13F -36 shares

    0.97% of the 13F portfolio, value $1,849,604.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,069 shares
    Change vs previous 13F +122 shares

    0.95% of the 13F portfolio, value $1,819,141.

    13F-HR 0001754960-26-000491 filed by Emergent Wealth 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 ended2026-03-31
    13F 7,947 shares
    Change vs previous 13F -154 shares

    0.93% of the 13F portfolio, value $1,571,167.

    13F-HR 0001754960-26-000207 filed by Emergent Wealth 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 ended2025-12-31
    13F 8,101 shares
    Change vs previous 13F -84 shares

    0.85% of the 13F portfolio, value $1,503,570.

    13F-HR 0001754960-26-000055 filed by Emergent Wealth 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 ended2025-09-30
    13F 8,185 shares
    Change vs previous 13F +759 shares

    0.85% of the 13F portfolio, value $1,458,160.

    13F-HR 0001754960-25-000736 filed by Emergent Wealth 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 ended2025-06-30
    13F 7,426 shares
    Change vs previous 13F +746 shares

    0.74% of the 13F portfolio, value $1,160,047.

    13F-HR 0001754960-25-000735 filed by Emergent Wealth 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 ended2025-03-31
    13F 6,680 shares
    Change vs previous 13F +3,429 shares

    0.74% of the 13F portfolio, value $1,023,443.

    13F-HR 0001754960-25-000734 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,251 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $409,724.

    13F-HR 0001754960-25-000733 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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