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Waverly Advisors, LLC: WELL position timeline

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

Waverly Advisors, LLC held 31,880 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,880 shares
    Change vs previous 13F -2,086 shares

    0.04% of the 13F portfolio, value $7,235,832.

    13F-HR 0001398344-26-014582 filed by Waverly 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 33,966 shares
    Change vs previous 13F -1,834 shares

    0.05% of the 13F portfolio, value $6,715,442.

    13F-HR 0001398344-26-009223 filed by Waverly 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 35,800 shares
    Change vs previous 13F -5,312 shares

    0.05% of the 13F portfolio, value $6,644,861.

    13F-HR 0001398344-26-003224 filed by Waverly 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 41,112 shares
    Change vs previous 13F -9,577 shares

    0.07% of the 13F portfolio, value $7,323,649.

    13F-HR 0001398344-25-020944 filed by Waverly 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 50,689 shares
    Change vs previous 13F +1,061 shares

    0.09% of the 13F portfolio, value $7,792,494.

    13F-HR 0001398344-25-015429 filed by Waverly 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 49,628 shares
    Change vs previous 13F +35,823 shares

    0.09% of the 13F portfolio, value $7,603,452.

    13F-HR 0001398344-25-009517 filed by Waverly 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 13,805 shares
    Change vs previous 13F +2,162 shares

    0.03% of the 13F portfolio, value $1,739,844.

    13F-HR 0001398344-25-002762 filed by Waverly 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 11,643 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,490,653.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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