Resonant Capital Advisors, LLC: WELL position timeline

Resonant Capital Advisors, LLC held 2,753 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,753 shares

   Change vs previous 13F +55 shares

   0.03% of the 13F portfolio, value $624,848.

   13F-HR 0002085853-26-000857 filed by Resonant Capital Advisors, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,698 shares

   Change vs previous 13F +312 shares

   0.03% of the 13F portfolio, value $533,422.

   13F-HR 0002085853-26-000527 filed by Resonant Capital Advisors, LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,386 shares

   Change vs previous 13F +109 shares

   0.02% of the 13F portfolio, value $442,865.

   13F-HR 0002085853-26-000137 filed by Resonant Capital Advisors, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,277 shares

   Change vs previous 13F +292 shares

   0.02% of the 13F portfolio, value $405,625.

   13F-HR 0002085853-25-000183 filed by Resonant Capital Advisors, LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,985 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $305,154.

   13F-HR 0001667731-25-001034 filed by Resonant Capital Advisors, LLC
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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