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Disclosery

HF Advisory Group, LLC: WELL position timeline

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

HF Advisory Group, LLC held 2,772 WELL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,772 shares
    Change vs previous 13F -314 shares

    0.19% of the 13F portfolio, value $638,134.

    13F-HR 0002085853-26-001137 filed by HF Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,086 shares
    Change vs previous 13F -253 shares

    0.22% of the 13F portfolio, value $700,412.

    13F-HR 0002085853-26-000665 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,339 shares
    Change vs previous 13F -48 shares

    0.22% of the 13F portfolio, value $660,052.

    13F-HR 0002085853-26-000446 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 3,387 shares
    Change vs previous 13F -302 shares

    0.22% of the 13F portfolio, value $628,622.

    13F-HR/A 0002085853-26-000077 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,689 shares
    Change vs previous 13F -26 shares

    0.24% of the 13F portfolio, value $657,221.

    13F-HR 0002085853-25-000012 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,715 shares
    Change vs previous 13F -620 shares

    0.23% of the 13F portfolio, value $570,980.

    13F-HR 0001667731-25-000772 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,335 shares
    Change vs previous 13F -16 shares

    0.29% of the 13F portfolio, value $664,209.

    13F-HR 0001667731-25-000411 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,351 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $548,417.

    13F-HR 0001667731-25-000039 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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