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Disclosery

NewEdge Advisors, LLC: WELL position timeline

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

NewEdge Advisors, LLC held 238,162 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 238,162 shares
    Change vs previous 13F +27,345 shares

    0.16% of the 13F portfolio, value $54,055,648.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 210,817 shares
    Change vs previous 13F +192,332 shares

    0.15% of the 13F portfolio, value $41,680,788.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 18,485 shares
    Change vs previous 13F +3,072 shares

    0.01% of the 13F portfolio, value $3,431,002.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 15,413 shares
    Change vs previous 13F +2,978 shares

    0.01% of the 13F portfolio, value $2,745,668.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 12,435 shares
    Change vs previous 13F +2,641 shares

    0.01% of the 13F portfolio, value $1,911,784.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 9,794 shares
    Change vs previous 13F -144 shares

    0.01% of the 13F portfolio, value $1,500,500.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 9,938 shares
    Change vs previous 13F +529 shares

    0.01% of the 13F portfolio, value $1,252,549.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 9,409 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,204,556.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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