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Disclosery

Fortitude Advisory Group L.L.C.: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fortitude Advisory Group L.L.C. on WELL, newest first. How the timeline and the estimate are built.

Fortitude Advisory Group L.L.C. held 1,534 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,534 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $348,172.

    13F-HR 0001928999-26-000004 filed by Fortitude Advisory Group L.L.C.
    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 1,534 shares
    Change vs previous 13F -10 shares

    0.14% of the 13F portfolio, value $303,287.

    13F-HR 0001928999-26-000003 filed by Fortitude Advisory Group L.L.C.
    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 1,544 shares
    Change vs previous 13F -50 shares

    0.12% of the 13F portfolio, value $286,582.

    13F-HR 0001928999-26-000002 filed by Fortitude Advisory Group L.L.C.
    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 1,594 shares
    Change vs previous 13F -175 shares

    0.15% of the 13F portfolio, value $283,955.

    13F-HR 0001928999-25-000006 filed by Fortitude Advisory Group L.L.C.
    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 1,769 shares
    Change vs previous 13F -25 shares

    0.16% of the 13F portfolio, value $271,948.

    13F-HR 0001928999-25-000003 filed by Fortitude Advisory Group L.L.C.
    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 1,794 shares
    Change vs previous 13F -20 shares

    0.19% of the 13F portfolio, value $261,260.

    13F-HR 0001928999-25-000002 filed by Fortitude Advisory Group L.L.C.
    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 1,814 shares
    Change vs previous 13F -818 shares

    0.14% of the 13F portfolio, value $228,618.

    13F-HR 0001928999-25-000001 filed by Fortitude Advisory Group L.L.C.
    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 2,632 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $336,975.

    13F-HR 0001928999-24-000006 filed by Fortitude Advisory Group L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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