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Disclosery

PFG Investments, LLC: WELL position timeline

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

PFG Investments, LLC held 8,278 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,278 shares
    Change vs previous 13F +265 shares

    0.07% of the 13F portfolio, value $1,878,808.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 8,013 shares
    Change vs previous 13F -109 shares

    0.07% of the 13F portfolio, value $1,584,291.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 8,122 shares
    Change vs previous 13F +172 shares

    0.07% of the 13F portfolio, value $1,507,593.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 7,950 shares
    Change vs previous 13F -357 shares

    0.07% of the 13F portfolio, value $1,416,265.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 8,307 shares
    Change vs previous 13F -410 shares

    0.07% of the 13F portfolio, value $1,277,109.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 8,717 shares
    Change vs previous 13F -1,336 shares

    0.09% of the 13F portfolio, value $1,335,573.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 10,053 shares
    Change vs previous 13F -263 shares

    0.08% of the 13F portfolio, value $1,267,037.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 10,316 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,320,758.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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