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New Age Alpha Advisors, LLC: WELL position timeline

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

New Age Alpha Advisors, LLC held 91,681 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,681 shares
    Change vs previous 13F -114 shares

    0.88% of the 13F portfolio, value $20,808,837.

    13F-HR 0001764807-26-000009 filed by New Age Alpha Advisors, 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 91,795 shares
    Change vs previous 13F -5,880 shares

    0.85% of the 13F portfolio, value $18,148,789.

    13F-HR 0001764807-26-000005 filed by New Age Alpha Advisors, 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 97,675 shares
    Change vs previous 13F -10,307 shares

    0.78% of the 13F portfolio, value $18,129,457.

    13F-HR 0001764807-26-000002 filed by New Age Alpha Advisors, 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 107,982 shares
    Change vs previous 13F +7,809 shares

    0.81% of the 13F portfolio, value $19,235,914.

    13F-HR 0001764807-25-000004 filed by New Age Alpha Advisors, 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 100,173 shares
    Change vs previous 13F +12,624 shares

    0.68% of the 13F portfolio, value $15,399,596.

    13F-HR 0001855205-25-000042 filed by New Age Alpha Advisors, 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 87,549 shares
    Change vs previous 13F -31,667 shares

    0.6% of the 13F portfolio, value $13,413,382.

    13F-HR 0001855205-25-000022 filed by New Age Alpha Advisors, 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/A 119,216 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $15,024,793.

    13F-HR/A 0001855205-25-000012 filed by New Age Alpha Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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