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Richwood Investment Advisors, LLC: WELL position timeline

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

Richwood Investment Advisors, LLC held 5,808 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,808 shares
    Change vs previous 13F -249 shares

    0.93% of the 13F portfolio, value $1,318,128.

    13F-HR 0001172661-26-002898 filed by Richwood 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 6,057 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $1,197,628.

    13F-HR 0001172661-26-002346 filed by Richwood 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 6,057 shares
    Change vs previous 13F -175 shares

    0.85% of the 13F portfolio, value $1,186,785.

    13F-HR 0001172661-26-000670 filed by Richwood 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 6,232 shares
    Change vs previous 13F -38 shares

    0.87% of the 13F portfolio, value $1,110,258.

    13F-HR 0001172661-25-004302 filed by Richwood 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 6,270 shares
    Change vs previous 13F -300 shares

    0.79% of the 13F portfolio, value $963,887.

    13F-HR 0001172661-25-002681 filed by Richwood 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 6,570 shares
    Change vs previous 13F -250 shares

    0.86% of the 13F portfolio, value $1,006,590.

    13F-HR 0001172661-25-002141 filed by Richwood 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 6,820 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $859,525.

    13F-HR 0001172661-25-000655 filed by Richwood 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 6,820 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $873,165.

    13F-HR 0001172661-24-004251 filed by Richwood Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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