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Disclosery

Sanctuary Advisors, LLC: WELL position timeline

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

Sanctuary Advisors, LLC held 196,946 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,946 shares
    Change vs previous 13F +13,526 shares

    0.21% of the 13F portfolio, value $44,700,817.

    13F-HR 0001777271-26-000007 filed by Sanctuary 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 183,420 shares
    Change vs previous 13F -9,046 shares

    0.2% of the 13F portfolio, value $36,263,907.

    13F-HR 0001777271-26-000006 filed by Sanctuary 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 192,466 shares
    Change vs previous 13F +529 shares

    0.2% of the 13F portfolio, value $35,723,637.

    13F-HR 0001777271-26-000005 filed by Sanctuary 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/A 191,937 shares
    Change vs previous 13F +6,608 shares

    0.2% of the 13F portfolio, value $34,191,704.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary 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 185,329 shares
    Change vs previous 13F +16,689 shares

    0.18% of the 13F portfolio, value $28,490,552.

    13F-HR 0001777271-26-000002 filed by Sanctuary 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 168,640 shares
    Change vs previous 13F +9,480 shares

    0.18% of the 13F portfolio, value $25,837,389.

    13F-HR 0001777271-26-000001 filed by Sanctuary 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 159,160 shares
    Change vs previous 13F +5,574 shares

    0.14% of the 13F portfolio, value $21,833,521.

    13F-HR 0001777271-25-000001 filed by Sanctuary 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 153,586 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $21,180,998.

    13F-HR 0001777271-24-000005 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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