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Disclosery

LPL Financial LLC: WELL position timeline

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

LPL Financial LLC held 480,491 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 480,491 shares
    Change vs previous 13F +29,148 shares

    0.02% of the 13F portfolio, value $109,056,922.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 451,343 shares
    Change vs previous 13F +84,438 shares

    0.02% of the 13F portfolio, value $89,234,944.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 366,905 shares
    Change vs previous 13F +45,728 shares

    0.02% of the 13F portfolio, value $68,101,241.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 321,177 shares
    Change vs previous 13F +33,290 shares

    0.02% of the 13F portfolio, value $57,214,532.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 287,887 shares
    Change vs previous 13F +29,835 shares

    0.01% of the 13F portfolio, value $44,256,914.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 258,052 shares
    Change vs previous 13F +9,678 shares

    0.02% of the 13F portfolio, value $39,536,184.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 248,374 shares
    Change vs previous 13F +32,184 shares

    0.01% of the 13F portfolio, value $31,302,579.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 216,190 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $27,678,815.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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