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Disclosery

Prospera Financial Services Inc: WELL position timeline

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

Prospera Financial Services Inc held 10,400 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,400 shares
    Change vs previous 13F -1,529 shares

    0.03% of the 13F portfolio, value $2,361,897.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services Inc
    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 11,929 shares
    Change vs previous 13F -487 shares

    0.04% of the 13F portfolio, value $2,359,389.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services Inc
    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 12,416 shares
    Change vs previous 13F +550 shares

    0.04% of the 13F portfolio, value $2,305,502.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services Inc
    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 11,866 shares
    Change vs previous 13F +1,567 shares

    0.04% of the 13F portfolio, value $2,114,827.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services Inc
    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 10,299 shares
    Change vs previous 13F +577 shares

    0.03% of the 13F portfolio, value $1,584,451.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services Inc
    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 9,722 shares
    Change vs previous 13F -249 shares

    0.03% of the 13F portfolio, value $1,490,593.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services Inc
    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 9,971 shares
    Change vs previous 13F +1,521 shares

    0.03% of the 13F portfolio, value $1,257,288.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services Inc
    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 8,450 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,082,535.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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