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SUMMIT SECURITIES GROUP LLC: WELL position timeline

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

SUMMIT SECURITIES GROUP LLC held 164 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164 shares
    Change vs previous 13F +49 shares

    0.01% of the 13F portfolio, value $37,223.

    13F-HR 0001531593-26-000006 filed by SUMMIT SECURITIES GROUP 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 115 shares
    Change vs previous 13F -903 shares

    0.01% of the 13F portfolio, value $22,737.

    13F-HR 0001531593-26-000005 filed by SUMMIT SECURITIES GROUP 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 1,018 shares
    Change vs previous 13F -137 shares

    0.03% of the 13F portfolio, value $188,951.

    13F-HR 0001531593-26-000002 filed by SUMMIT SECURITIES GROUP 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 1,155 shares
    Change vs previous 13F +732 shares

    0.07% of the 13F portfolio, value $205,752.

    13F-HR 0001531593-25-000010 filed by SUMMIT SECURITIES GROUP 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 423 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $65,028.

    13F-HR 0001531593-25-000006 filed by SUMMIT SECURITIES GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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