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Disclosery

Souders Financial Advisors: WELL position timeline

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

Souders Financial Advisors held 4,108 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,108 shares
    Change vs previous 13F +92 shares

    0.09% of the 13F portfolio, value $932,453.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 4,016 shares
    Change vs previous 13F +347 shares

    0.09% of the 13F portfolio, value $794,056.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 3,669 shares
    Change vs previous 13F +811 shares

    0.08% of the 13F portfolio, value $681,052.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 2,858 shares
    Change vs previous 13F +185 shares

    0.06% of the 13F portfolio, value $509,171.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 2,673 shares
    Change vs previous 13F +576 shares

    0.05% of the 13F portfolio, value $410,961.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 2,097 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $321,322.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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