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Empowered Funds, LLC: WELL position timeline

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

Empowered Funds, LLC held 57,241 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,241 shares
    Change vs previous 13F +14,690 shares

    0.07% of the 13F portfolio, value $12,991,990.

    13F-HR 0001592828-26-000007 filed by Empowered Funds, 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 42,551 shares
    Change vs previous 13F +1,847 shares

    0.05% of the 13F portfolio, value $8,412,759.

    13F-HR/A 0001592828-26-000006 filed by Empowered Funds, 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 40,704 shares
    Change vs previous 13F -3,251 shares

    0.13% of the 13F portfolio, value $7,555,069.

    13F-HR/A 0001592828-26-000004 filed by Empowered Funds, 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 43,955 shares
    Change vs previous 13F +8,449 shares

    0.08% of the 13F portfolio, value $7,830,143.

    13F-HR 0001592828-25-000013 filed by Empowered Funds, 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 35,506 shares
    Change vs previous 13F +20,716 shares

    0.06% of the 13F portfolio, value $5,458,338.

    13F-HR 0001592828-25-000009 filed by Empowered Funds, 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 14,790 shares
    Change vs previous 13F +3,564 shares

    0.03% of the 13F portfolio, value $2,265,977.

    13F-HR 0001592828-25-000006 filed by Empowered Funds, 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 11,226 shares
    Change vs previous 13F +1,132 shares

    0.02% of the 13F portfolio, value $1,414,813.

    13F-HR 0001592828-25-000001 filed by Empowered Funds, 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 10,094 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,292,335.

    13F-HR 0001572838-24-000015 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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