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Morey & Quinn Wealth Partners, LLC: WELL position timeline

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

Morey & Quinn Wealth Partners, LLC held 5,698 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,698 shares
    Change vs previous 13F -1,300 shares

    0.83% of the 13F portfolio, value $1,293,275.

    13F-HR 0002055521-26-000004 filed by Morey & Quinn Wealth Partners, 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 6,998 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $1,383,575.

    13F-HR 0002055521-26-000002 filed by Morey & Quinn Wealth Partners, 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 6,998 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $1,298,899.

    13F-HR 0002055521-26-000001 filed by Morey & Quinn Wealth Partners, 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 6,998 shares
    Change vs previous 13F -21 shares

    0.92% of the 13F portfolio, value $1,246,624.

    13F-HR 0002055521-25-000002 filed by Morey & Quinn Wealth Partners, 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 7,019 shares
    Change vs previous 13F -777 shares

    0.86% of the 13F portfolio, value $1,079,031.

    13F-HR 0001085146-25-004093 filed by Morey & Quinn Wealth Partners, 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 7,796 shares
    Change vs previous 13F +165 shares

    0.99% of the 13F portfolio, value $1,194,425.

    13F-HR 0001085146-25-002135 filed by Morey & Quinn Wealth Partners, 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 7,631 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $961,735.

    13F-HR 0001085146-25-001023 filed by Morey & Quinn Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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