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Independent Advisor Alliance: WELL position timeline

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

Independent Advisor Alliance held 9,027 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,027 shares
    Change vs previous 13F +343 shares

    0.05% of the 13F portfolio, value $2,048,944.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 8,684 shares
    Change vs previous 13F -5,544 shares

    0.02% of the 13F portfolio, value $1,717,004.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 14,228 shares
    Change vs previous 13F +2,802 shares

    0.06% of the 13F portfolio, value $2,640,879.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 11,426 shares
    Change vs previous 13F -229 shares

    0.05% of the 13F portfolio, value $2,035,432.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 11,655 shares
    Change vs previous 13F -1,314 shares

    0.05% of the 13F portfolio, value $1,791,799.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 12,969 shares
    Change vs previous 13F +156 shares

    0.07% of the 13F portfolio, value $1,986,916.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 12,813 shares
    Change vs previous 13F +1,764 shares

    0.02% of the 13F portfolio, value $1,614,820.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 11,049 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,414,646.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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