Skip to content
Disclosery

Orion Porfolio Solutions, LLC: WELL position timeline

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

Orion Porfolio Solutions, LLC held 38,400 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,400 shares
    Change vs previous 13F -1,258 shares

    0.07% of the 13F portfolio, value $8,715,580.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 39,658 shares
    Change vs previous 13F +7,083 shares

    0.07% of the 13F portfolio, value $7,840,864.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 32,575 shares
    Change vs previous 13F +4,386 shares

    0.04% of the 13F portfolio, value $6,046,364.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 28,189 shares
    Change vs previous 13F +4,145 shares

    0.04% of the 13F portfolio, value $5,021,609.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 24,044 shares
    Change vs previous 13F +2,827 shares

    0.03% of the 13F portfolio, value $3,696,280.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 21,217 shares
    Change vs previous 13F +3,504 shares

    0.03% of the 13F portfolio, value $3,250,576.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 17,713 shares
    Change vs previous 13F +1,433 shares

    0.02% of the 13F portfolio, value $2,232,403.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 16,280 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,084,314.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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