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Steward Partners Investment Advisory, LLC: WELL position timeline

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

Steward Partners Investment Advisory, LLC held 41,482 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 41,482 shares
    Change vs previous 13F +18,922 shares

    0.05% of the 13F portfolio, value $9,415,077.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 22,560 shares
    Change vs previous 13F +9,173 shares

    0.02% of the 13F portfolio, value $4,460,208.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 13,387 shares
    Change vs previous 13F +841 shares

    0.01% of the 13F portfolio, value $2,484,813.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 12,546 shares
    Change vs previous 13F -1,348 shares

    0.01% of the 13F portfolio, value $2,234,933.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 13,894 shares
    Change vs previous 13F +1,150 shares

    0.02% of the 13F portfolio, value $2,135,901.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 12,744 shares
    Change vs previous 13F +176 shares

    0.02% of the 13F portfolio, value $1,952,450.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 12,568 shares
    Change vs previous 13F -529 shares

    0.01% of the 13F portfolio, value $1,583,978.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 13,097 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,676,745.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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