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Disclosery

Trivium Point Advisory, LLC: WELL position timeline

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

Trivium Point Advisory, LLC held 1,810 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,810 shares
    Change vs previous 13F +527 shares

    0.04% of the 13F portfolio, value $410,816.

    13F-HR 0001951757-26-001133 filed by Trivium Point Advisory, 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 1,283 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $253,662.

    13F-HR 0001951757-26-000655 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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