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Summit Place Financial Advisors, LLC: WELL position timeline

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

Summit Place Financial Advisors, LLC held 17,666 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,666 shares
    Change vs previous 13F -1,430 shares

    1.76% of the 13F portfolio, value $4,009,622.

    13F-HR 0001801413-26-000003 filed by Summit Place Financial 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 19,096 shares
    Change vs previous 13F -2,050 shares

    1.81% of the 13F portfolio, value $3,775,444.

    13F-HR 0001801413-26-000002 filed by Summit Place Financial 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 21,146 shares
    Change vs previous 13F -1,675 shares

    1.9% of the 13F portfolio, value $3,924,851.

    13F-HR 0001801413-26-000001 filed by Summit Place Financial 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 22,821 shares
    Change vs previous 13F -1,219 shares

    1.92% of the 13F portfolio, value $4,065,244.

    13F-HR 0001801413-25-000009 filed by Summit Place Financial 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 24,040 shares
    Change vs previous 13F -170 shares

    1.86% of the 13F portfolio, value $3,695,712.

    13F-HR 0001729428-25-000009 filed by Summit Place Financial 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 24,210 shares
    Change vs previous 13F -750 shares

    2.09% of the 13F portfolio, value $3,709,222.

    13F-HR 0001801413-25-000002 filed by Summit Place Financial 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 24,960 shares
    Change vs previous 13F -440 shares

    1.79% of the 13F portfolio, value $3,145,687.

    13F-HR 0001801413-25-000001 filed by Summit Place Financial 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 25,400 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $3,251,909.

    13F-HR 0001801413-24-000010 filed by Summit Place Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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