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Disclosery

Pacific Sun Financial Corp: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pacific Sun Financial Corp on WELL, newest first. How the timeline and the estimate are built.

Pacific Sun Financial Corp held 6,063 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,063 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,376,119.

    13F-HR 0000947517-26-000003 filed by Pacific Sun Financial Corp
    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 6,063 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,198,716.

    13F-HR 0000947517-26-000002 filed by Pacific Sun Financial Corp
    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 6,063 shares
    Change vs previous 13F -75 shares

    0.54% of the 13F portfolio, value $1,125,353.

    13F-HR 0000947517-26-000001 filed by Pacific Sun Financial Corp
    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 6,138 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,093,423.

    13F-HR 0000947517-25-000003 filed by Pacific Sun Financial Corp
    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 6,138 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $943,595.

    13F-HR 0001085146-25-004312 filed by Pacific Sun Financial Corp
    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 6,138 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $940,403.

    13F-HR 0001085146-25-002139 filed by Pacific Sun Financial Corp
    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 6,138 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $773,572.

    13F-HR 0001085146-25-000703 filed by Pacific Sun Financial Corp
    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 6,138 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $785,848.

    13F-HR 0001085146-24-004758 filed by Pacific Sun Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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