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Disclosery

First Affirmative Financial Network: WELL position timeline

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

First Affirmative Financial Network held 3,273 WELL shares at 2026-03-31 per its 13F-HR/A filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 3,273 shares
    Change vs previous 13F +1,390 shares

    0.25% of the 13F portfolio, value $647,175.

    13F-HR/A 0001656282-26-000005 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 1,883 shares
    Change vs previous 13F -32 shares

    0.16% of the 13F portfolio, value $335,467.

    13F-HR 0001656282-25-000008 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 1,915 shares
    Change vs previous 13F +28 shares

    0.15% of the 13F portfolio, value $294,449.

    13F-HR 0001656282-25-000007 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 1,887 shares
    Change vs previous 13F -231 shares

    0.18% of the 13F portfolio, value $289,144.

    13F-HR 0001656282-25-000004 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 2,118 shares
    Change vs previous 13F +280 shares

    0.15% of the 13F portfolio, value $266,884.

    13F-HR 0001656282-25-000001 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 1,838 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $235,271.

    13F-HR 0001656282-24-000010 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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