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Patriot Financial Group Insurance Agency, LLC: WELL position timeline

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

Patriot Financial Group Insurance Agency, LLC held 6,338 WELL shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,338 shares
    Change vs previous 13F -226 shares

    0.14% of the 13F portfolio, value $1,459,291.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,564 shares
    Change vs previous 13F -5,570 shares

    0.15% of the 13F portfolio, value $1,489,870.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,134 shares
    Change vs previous 13F +8,573 shares

    0.14% of the 13F portfolio, value $2,399,042.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,561 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $660,957.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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