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Disclosery

Summit Financial, LLC: WELL position timeline

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

Summit Financial, LLC held 6,343 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,343 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $1,439,723.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 6,344 shares
    Change vs previous 13F +262 shares

    0.02% of the 13F portfolio, value $1,254,211.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 6,082 shares
    Change vs previous 13F +168 shares

    0.02% of the 13F portfolio, value $1,128,886.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 5,914 shares
    Change vs previous 13F +103 shares

    0.02% of the 13F portfolio, value $1,053,582.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 5,811 shares
    Change vs previous 13F +1,086 shares

    0.02% of the 13F portfolio, value $893,334.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 4,725 shares
    Change vs previous 13F +410 shares

    0.02% of the 13F portfolio, value $723,922.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 4,315 shares
    Change vs previous 13F +1,839 shares

    0.02% of the 13F portfolio, value $543,816.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 2,476 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $317,015.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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