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Disclosery

HB Wealth Management, LLC: WELL position timeline

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

HB Wealth Management, LLC held 18,444 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,444 shares
    Change vs previous 13F +584 shares

    0.02% of the 13F portfolio, value $4,186,328.

    13F-HR 0001172661-26-002920 filed by HB Wealth 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 17,860 shares
    Change vs previous 13F +1,149 shares

    0.02% of the 13F portfolio, value $3,531,137.

    13F-HR 0001172661-26-001543 filed by HB Wealth 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 16,711 shares
    Change vs previous 13F +686 shares

    0.02% of the 13F portfolio, value $3,101,871.

    13F-HR 0001172661-26-000353 filed by HB Wealth 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 16,025 shares
    Change vs previous 13F +3,478 shares

    0.02% of the 13F portfolio, value $2,854,728.

    13F-HR 0001172661-25-004398 filed by HB Wealth 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 12,547 shares
    Change vs previous 13F +256 shares

    0.02% of the 13F portfolio, value $1,928,932.

    13F-HR 0001172661-25-002644 filed by HB Wealth 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 12,291 shares
    Change vs previous 13F +3,100 shares

    0.02% of the 13F portfolio, value $1,883,222.

    13F-HR 0001172661-25-001594 filed by HB Wealth 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 9,191 shares
    Change vs previous 13F +562 shares

    0.01% of the 13F portfolio, value $1,158,438.

    13F-HR 0001172661-25-000193 filed by HB Wealth 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 8,629 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,104,856.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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