Soltis Investment Advisors LLC: WELL position timeline

Soltis Investment Advisors LLC held 2,362 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,362 shares

   Change vs previous 13F +712 shares

   0.03% of the 13F portfolio, value $536,057.

   13F-HR 0001802530-26-000004 filed by Soltis Investment Advisors LLC
   Filed 2026-07-31 (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 1,650 shares

   Change vs previous 13F -51 shares

   0.02% of the 13F portfolio, value $326,182.

   13F-HR 0001802530-26-000003 filed by Soltis Investment Advisors LLC
   Filed 2026-04-27 (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/A 1,701 shares

   Change vs previous 13F +143 shares

   0.02% of the 13F portfolio, value $315,671.

   13F-HR/A 0001802530-26-000002 filed by Soltis Investment Advisors LLC
   Filed 2026-04-02 (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).

4. period ended2025-09-30

   13F 1,558 shares

   Change vs previous 13F +172 shares

   0.02% of the 13F portfolio, value $277,603.

   13F-HR 0001802530-25-000007 filed by Soltis Investment Advisors LLC
   Filed 2025-11-12 (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 1,386 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $212,994.

   13F-HR 0001802530-25-000004 filed by Soltis Investment Advisors LLC
   Filed 2025-08-06 (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).