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HighPoint Advisor Group LLC: WELL position timeline

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

HighPoint Advisor Group LLC held 3,404 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,404 shares
    Change vs previous 13F +311 shares

    0.03% of the 13F portfolio, value $772,668.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor Group 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 3,093 shares
    Change vs previous 13F -10,606 shares

    0.03% of the 13F portfolio, value $611,547.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor 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 ended2025-12-31
    13F/A 13,699 shares
    Change vs previous 13F +1,327 shares

    0.06% of the 13F portfolio, value $2,542,630.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor 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 ended2025-09-30
    13F 12,372 shares
    Change vs previous 13F +468 shares

    0.11% of the 13F portfolio, value $2,204,033.

    13F-HR 0001616034-25-000010 filed by HighPoint Advisor 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 ended2025-06-30
    13F 11,904 shares
    Change vs previous 13F +2,428 shares

    0.1% of the 13F portfolio, value $1,830,021.

    13F-HR 0001616034-25-000008 filed by HighPoint Advisor 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 ended2025-03-31
    13F 9,476 shares
    Change vs previous 13F -2,747 shares

    0.08% of the 13F portfolio, value $1,435,366.

    13F-HR 0001616034-25-000006 filed by HighPoint Advisor 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 ended2024-12-31
    13F 12,223 shares
    Change vs previous 13F +228 shares

    0.09% of the 13F portfolio, value $1,705,153.

    13F-HR 0001616034-25-000003 filed by HighPoint Advisor 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 ended2024-09-30
    13F 11,995 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,535,764.

    13F-HR 0001616034-24-000009 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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