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Fairfield Financial Advisors, LTD: WELL position timeline

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

Fairfield Financial Advisors, LTD held 40,229 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,229 shares
    Change vs previous 13F +3,498 shares

    3.6% of the 13F portfolio, value $9,130,794.

    13F-HR 0002033232-26-000005 filed by Fairfield Financial Advisors, LTD
    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 36,731 shares
    Change vs previous 13F +1,273 shares

    2.5% of the 13F portfolio, value $7,262,002.

    13F-HR 0002033232-26-000004 filed by Fairfield Financial Advisors, LTD
    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 35,458 shares
    Change vs previous 13F +2,406 shares

    2.15% of the 13F portfolio, value $6,581,292.

    13F-HR 0002033232-26-000002 filed by Fairfield Financial Advisors, LTD
    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 33,052 shares
    Change vs previous 13F +6,533 shares

    1.98% of the 13F portfolio, value $5,887,939.

    13F-HR 0002033232-25-000009 filed by Fairfield Financial Advisors, LTD
    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 26,519 shares
    Change vs previous 13F +8,492 shares

    1.43% of the 13F portfolio, value $4,076,692.

    13F-HR 0002033232-25-000005 filed by Fairfield Financial Advisors, LTD
    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 18,027 shares
    Change vs previous 13F +2,403 shares

    1.04% of the 13F portfolio, value $2,761,937.

    13F-HR 0002033232-25-000004 filed by Fairfield Financial Advisors, LTD
    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 15,624 shares
    Change vs previous 13F +703 shares

    0.69% of the 13F portfolio, value $1,969,058.

    13F-HR 0002033232-25-000002 filed by Fairfield Financial Advisors, LTD
    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 14,921 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,910,356.

    13F-HR 0002033232-24-000012 filed by Fairfield Financial Advisors, LTD
    Filed (acceptance time not in the bulk data set), ingested

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