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Summit Trail Advisors, LLC: WELL position timeline

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

Summit Trail Advisors, LLC held 16,508 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,508 shares
    Change vs previous 13F -66 shares

    0.05% of the 13F portfolio, value $3,746,847.

    13F-HR 0001951757-26-001207 filed by Summit Trail 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 16,574 shares
    Change vs previous 13F +4,491 shares

    0.05% of the 13F portfolio, value $3,276,862.

    13F-HR 0001951757-26-000837 filed by Summit Trail 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 12,083 shares
    Change vs previous 13F +660 shares

    0.04% of the 13F portfolio, value $2,242,746.

    13F-HR 0001951757-26-000464 filed by Summit Trail 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 11,423 shares
    Change vs previous 13F +4,972 shares

    0.03% of the 13F portfolio, value $2,034,942.

    13F-HR 0001951757-25-001440 filed by Summit Trail 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 6,451 shares
    Change vs previous 13F -305 shares

    0.02% of the 13F portfolio, value $991,754.

    13F-HR 0001951757-25-001093 filed by Summit Trail 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 6,756 shares
    Change vs previous 13F +2,571 shares

    0.03% of the 13F portfolio, value $1,035,096.

    13F-HR 0001951757-25-000462 filed by Summit Trail 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 4,185 shares
    Change vs previous 13F +742 shares

    0.02% of the 13F portfolio, value $527,433.

    13F-HR 0001951757-25-000148 filed by Summit Trail 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 3,443 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $440,777.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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