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Prime Capital Investment Advisors, LLC: WELL position timeline

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

Prime Capital Investment Advisors, LLC held 7,851 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,851 shares
    Change vs previous 13F +1,391 shares

    0.02% of the 13F portfolio, value $1,782,019.

    13F-HR 0001214659-26-009642 filed by Prime Capital Investment Advisors, 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 6,460 shares
    Change vs previous 13F +227 shares

    0.01% of the 13F portfolio, value $1,277,174.

    13F-HR 0001214659-26-005807 filed by Prime Capital Investment Advisors, 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 6,233 shares
    Change vs previous 13F +443 shares

    0.01% of the 13F portfolio, value $1,156,915.

    13F-HR 0001214659-26-000718 filed by Prime Capital Investment Advisors, 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 5,790 shares
    Change vs previous 13F +396 shares

    0.01% of the 13F portfolio, value $1,031,380.

    13F-HR 0001214659-25-015961 filed by Prime Capital Investment Advisors, 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 5,394 shares
    Change vs previous 13F -1,564 shares

    0.01% of the 13F portfolio, value $829,176.

    13F-HR 0001214659-25-010773 filed by Prime Capital Investment Advisors, 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 6,958 shares
    Change vs previous 13F +2,945 shares

    0.01% of the 13F portfolio, value $1,066,028.

    13F-HR 0001214659-25-007438 filed by Prime Capital Investment Advisors, 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 4,013 shares
    Change vs previous 13F -670 shares

    0.01% of the 13F portfolio, value $505,727.

    13F-HR 0001214659-25-002445 filed by Prime Capital Investment Advisors, 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 4,683 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $599,532.

    13F-HR 0001214659-24-018432 filed by Prime Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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