Skip to content
Disclosery

Purkiss Capital Advisors LLC: WELL position timeline

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

Purkiss Capital Advisors LLC held 10,208 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,208 shares
    Change vs previous 13F +1,265 shares

    0.88% of the 13F portfolio, value $2,317,020.

    13F-HR 0002053150-26-000003 filed by Purkiss Capital 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 8,943 shares
    Change vs previous 13F +1,596 shares

    0.78% of the 13F portfolio, value $1,768,204.

    13F-HR 0002053150-26-000002 filed by Purkiss Capital 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 7,347 shares
    Change vs previous 13F +160 shares

    0.64% of the 13F portfolio, value $1,363,610.

    13F-HR 0002053150-26-000001 filed by Purkiss Capital 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 7,187 shares
    Change vs previous 13F +227 shares

    0.61% of the 13F portfolio, value $1,280,282.

    13F-HR 0002053150-25-000007 filed by Purkiss Capital 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 6,960 shares
    Change vs previous 13F +4,010 shares

    0.59% of the 13F portfolio, value $1,070,030.

    13F-HR 0002053150-25-000005 filed by Purkiss Capital 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 2,950 shares
    Change vs previous 13F +521 shares

    0.34% of the 13F portfolio, value $452,017.

    13F-HR 0002053150-25-000004 filed by Purkiss Capital 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 2,429 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $306,149.

    13F-HR 0002053150-25-000002 filed by Purkiss Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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