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Disclosery

First Pacific Financial: WELL position timeline

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

First Pacific Financial held 24,992 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,992 shares
    Change vs previous 13F -1,283 shares

    0.68% of the 13F portfolio, value $5,672,396.

    13F-HR 0001810089-26-000003 filed by First Pacific Financial
    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 26,275 shares
    Change vs previous 13F -5,025 shares

    0.67% of the 13F portfolio, value $5,194,756.

    13F-HR 0001810089-26-000002 filed by First Pacific Financial
    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 31,300 shares
    Change vs previous 13F -1,977 shares

    0.76% of the 13F portfolio, value $5,809,668.

    13F-HR 0001810089-26-000001 filed by First Pacific Financial
    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 33,277 shares
    Change vs previous 13F +8,028 shares

    0.82% of the 13F portfolio, value $5,928,004.

    13F-HR 0001810089-25-000006 filed by First Pacific Financial
    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 25,249 shares
    Change vs previous 13F +25,200 shares

    0.57% of the 13F portfolio, value $3,881,529.

    13F-HR 0001810089-25-000005 filed by First Pacific Financial
    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 49 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,508.

    13F-HR 0001810089-25-000003 filed by First Pacific Financial
    Filed (acceptance time not in the bulk data set), ingested

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