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Proquility Private Wealth Partners, LLC: WELL position timeline

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

Proquility Private Wealth Partners, LLC held 14,586 WELL shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 14,586 shares
    Change vs previous 13F -1,999 shares

    0.69% of the 13F portfolio, value $2,234,721.

    13F-HR 0001172661-25-002154 filed by Proquility Private Wealth Partners, 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 16,585 shares
    Change vs previous 13F -158 shares

    0.67% of the 13F portfolio, value $2,090,208.

    13F-HR 0001172661-25-000242 filed by Proquility Private Wealth Partners, 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 16,743 shares
    Change vs previous 13F -3,798 shares

    0.69% of the 13F portfolio, value $2,143,606.

    13F-HR 0001172661-24-004260 filed by Proquility Private Wealth Partners, 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 20,541 shares
    Change vs previous 13F +278 shares

    0.73% of the 13F portfolio, value $2,141,399.

    13F-HR 0001172661-24-003180 filed by Proquility Private Wealth Partners, 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 20,263 shares
    Change vs previous 13F +1,072 shares

    0.65% of the 13F portfolio, value $1,893,375.

    13F-HR 0001172661-24-001995 filed by Proquility Private Wealth Partners, 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 19,191 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,730,452.

    13F-HR 0001172661-24-000686 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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