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Orion Portfolio Solutions, LLC: WELL position timeline

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

Orion Portfolio Solutions, LLC held 21,217 WELL shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 21,217 shares
    Change vs previous 13F +3,504 shares

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

    13F-HR/A 0001580642-25-003122 filed by Orion Portfolio 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 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 0001580642-25-000963 filed by Orion Portfolio 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 ended2024-09-30
    13F 16,280 shares
    Change vs previous 13F +821 shares

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

    13F-HR 0001580642-24-006993 filed by Orion Portfolio 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 ended2024-06-30
    13F 15,459 shares
    Change vs previous 13F +2,147 shares

    0.02% of the 13F portfolio, value $1,611,656.

    13F-HR 0001580642-24-004489 filed by Orion Portfolio 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 ended2024-03-31
    13F 13,312 shares
    Change vs previous 13F -486 shares

    0.01% of the 13F portfolio, value $1,243,831.

    13F-HR 0001580642-24-002627 filed by Orion Portfolio 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 ended2023-12-31
    13F 13,798 shares
    Change vs previous 13F +861 shares

    0.01% of the 13F portfolio, value $1,239,162.

    13F-HR 0001580642-24-000908 filed by Orion Portfolio 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 ended2023-09-30
    13F 12,937 shares
    Change vs previous 13F +1,764 shares

    0.01% of the 13F portfolio, value $1,059,764.

    13F-HR 0001580642-23-005895 filed by Orion Portfolio 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 ended2023-06-30
    13F/A 11,173 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $903,783.

    13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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