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Disclosery

Transform Wealth, LLC: WELL position timeline

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

Transform Wealth, LLC held 104,512 WELL shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 104,512 shares
    Change vs previous 13F +1,862 shares

    0.97% of the 13F portfolio, value $16,012,239.

    13F-HR 0001085146-25-002109 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 102,650 shares
    Change vs previous 13F +12,572 shares

    0.72% of the 13F portfolio, value $12,936,987.

    13F-HR 0001085146-25-000306 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 90,078 shares
    Change vs previous 13F +9,215 shares

    0.76% of the 13F portfolio, value $11,532,651.

    13F-HR 0001085146-24-004926 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 80,863 shares
    Change vs previous 13F +10,000 shares

    0.63% of the 13F portfolio, value $8,429,988.

    13F-HR 0001085146-24-002961 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 70,863 shares
    Change vs previous 13F -3,927 shares

    0.63% of the 13F portfolio, value $6,621,442.

    13F-HR 0001085146-24-001836 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F/A 74,790 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $6,743,858.

    13F-HR/A 0001085146-24-001543 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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