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GeoWealth Management, LLC: WELL position timeline

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

GeoWealth Management, LLC held 39,630 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,630 shares
    Change vs previous 13F +1,571 shares

    0.28% of the 13F portfolio, value $8,994,728.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, LLC
    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 38,059 shares
    Change vs previous 13F -11,714 shares

    0.27% of the 13F portfolio, value $7,524,564.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, LLC
    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 49,773 shares
    Change vs previous 13F +2,537 shares

    0.34% of the 13F portfolio, value $9,238,350.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, LLC
    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 47,236 shares
    Change vs previous 13F +1,192 shares

    0.31% of the 13F portfolio, value $8,414,738.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, LLC
    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 46,044 shares
    Change vs previous 13F -1,318 shares

    0.28% of the 13F portfolio, value $7,078,349.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, LLC
    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 47,362 shares
    Change vs previous 13F +1,909 shares

    0.29% of the 13F portfolio, value $7,256,292.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, LLC
    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 45,453 shares
    Change vs previous 13F +13,392 shares

    0.19% of the 13F portfolio, value $5,728,489.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, LLC
    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 32,061 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,104,769.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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