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Values First Advisors, Inc.: WELL position timeline

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

Values First Advisors, Inc. held 3,484 WELL shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,484 shares
    Change vs previous 13F -3,311 shares

    0.36% of the 13F portfolio, value $790,816.

    13F-HR/A 0001398344-26-013386 filed by Values First Advisors, Inc.
    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 6,795 shares
    Change vs previous 13F +85 shares

    0.7% of the 13F portfolio, value $1,343,379.

    13F-HR 0001398344-26-006614 filed by Values First Advisors, Inc.
    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 6,710 shares
    Change vs previous 13F +481 shares

    0.65% of the 13F portfolio, value $1,245,499.

    13F-HR 0001398344-26-001629 filed by Values First Advisors, Inc.
    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 6,229 shares
    Change vs previous 13F +62 shares

    0.59% of the 13F portfolio, value $1,109,604.

    13F-HR 0001398344-25-019434 filed by Values First Advisors, Inc.
    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 6,167 shares
    Change vs previous 13F -91 shares

    0.52% of the 13F portfolio, value $948,114.

    13F-HR 0001398344-25-013953 filed by Values First Advisors, Inc.
    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 6,258 shares
    Change vs previous 13F +22 shares

    0.56% of the 13F portfolio, value $958,942.

    13F-HR 0001398344-25-008076 filed by Values First Advisors, Inc.
    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 6,236 shares
    Change vs previous 13F +239 shares

    0.43% of the 13F portfolio, value $785,866.

    13F-HR 0001398344-25-001383 filed by Values First Advisors, Inc.
    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 5,997 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $767,740.

    13F-HR 0001398344-24-019207 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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