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Disclosery

USA FINANCIAL FORMULAS: WELL position timeline

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

USA FINANCIAL FORMULAS held 4 WELL shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 4 shares
    Change vs previous 13F -3,362 shares

    <0.01% of the 13F portfolio, value $791.

    13F-HR 0001633716-26-000005 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 3,366 shares
    Change vs previous 13F +3,366 shares

    0.11% of the 13F portfolio, value $624,763.

    13F-HR 0001633716-26-000003 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -5,863 shares

    13F-HR 0001633716-25-000006 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 5,863 shares
    Change vs previous 13F -987 shares

    0.15% of the 13F portfolio, value $901,319.

    13F-HR 0001633716-25-000004 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 6,850 shares
    Change vs previous 13F -2,179 shares

    0.17% of the 13F portfolio, value $1,049,489.

    13F-HR 0001633716-25-000003 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 9,029 shares
    Change vs previous 13F +102 shares

    0.18% of the 13F portfolio, value $1,137,925.

    13F-HR 0001633716-25-000002 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 8,927 shares
    Change vs previous 13F -2,013 shares

    0.18% of the 13F portfolio, value $1,142,924.

    13F-HR 0001633716-24-000009 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 10,940 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,140,495.

    13F-HR 0001633716-24-000007 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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