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Disclosery

Gladstone Institutional Advisory LLC: WELL position timeline

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

Gladstone Institutional Advisory LLC held 27,362 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,362 shares
    Change vs previous 13F +1,541 shares

    0.2% of the 13F portfolio, value $6,210,309.

    13F-HR 0001172661-26-002822 filed by Gladstone Institutional Advisory 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 25,821 shares
    Change vs previous 13F +3,636 shares

    0.19% of the 13F portfolio, value $5,105,205.

    13F-HR 0001172661-26-001910 filed by Gladstone Institutional Advisory 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 22,185 shares
    Change vs previous 13F +342 shares

    0.16% of the 13F portfolio, value $4,117,928.

    13F-HR 0001172661-26-000926 filed by Gladstone Institutional Advisory 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 21,843 shares
    Change vs previous 13F +5,946 shares

    0.15% of the 13F portfolio, value $3,891,138.

    13F-HR 0001172661-25-004377 filed by Gladstone Institutional Advisory 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 15,897 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,443,860.

    13F-HR 0001172661-25-003042 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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