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FIG FINANCIAL ADVISORY SERVICES INC /ADV: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIG FINANCIAL ADVISORY SERVICES INC /ADV on WELL, newest first. How the timeline and the estimate are built.

FIG FINANCIAL ADVISORY SERVICES INC /ADV held 6,618 WELL shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,618 shares
    Change vs previous 13F -3,747 shares

    0.92% of the 13F portfolio, value $1,523,762.

    13F-HR 0001214659-26-012615 filed by FIG FINANCIAL ADVISORY SERVICES INC /ADV
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,365 shares
    Change vs previous 13F +4,012 shares

    1.38% of the 13F portfolio, value $2,352,534.

    13F-HR 0001214659-26-009808 filed by FIG FINANCIAL ADVISORY SERVICES INC /ADV
    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 6,353 shares
    Change vs previous 13F +12 shares

    0.79% of the 13F portfolio, value $1,255,973.

    13F-HR 0001214659-26-009807 filed by FIG FINANCIAL ADVISORY SERVICES INC /ADV
    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 6,341 shares
    Change vs previous 13F -1,223 shares

    0.75% of the 13F portfolio, value $1,176,968.

    13F-HR 0001214659-26-009806 filed by FIG FINANCIAL ADVISORY SERVICES INC /ADV
    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 7,564 shares
    Change vs previous 13F -83 shares

    0.84% of the 13F portfolio, value $1,347,454.

    13F-HR 0001214659-26-009805 filed by FIG FINANCIAL ADVISORY SERVICES INC /ADV
    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 7,647 shares
    Change vs previous 13F +529 shares

    0.79% of the 13F portfolio, value $1,175,498.

    13F-HR 0001214659-26-009804 filed by FIG FINANCIAL ADVISORY SERVICES INC /ADV
    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 7,118 shares
    Change vs previous 13F -950 shares

    0.77% of the 13F portfolio, value $1,090,529.

    13F-HR 0001214659-26-009803 filed by FIG FINANCIAL ADVISORY SERVICES INC /ADV
    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 8,068 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,016,776.

    13F-HR 0001214659-26-009802 filed by FIG FINANCIAL ADVISORY SERVICES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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