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Wealth Enhancement Trust Services, Inc.: WELL position timeline

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

Wealth Enhancement Trust Services, Inc. held 9,070 WELL shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,070 shares
    Change vs previous 13F +108 shares

    0.22% of the 13F portfolio, value $2,088,277.

    13F-HR 0001214659-26-012654 filed by Wealth Enhancement Trust Services, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F/A 8,962 shares
    Change vs previous 13F -451 shares

    0.23% of the 13F portfolio, value $2,034,106.

    13F-HR/A 0001214659-26-008792 filed by Wealth Enhancement Trust Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,413 shares
    Change vs previous 13F +560 shares

    0.23% of the 13F portfolio, value $1,861,044.

    13F-HR 0001214659-26-004444 filed by Wealth Enhancement Trust Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,853 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,643,205.

    13F-HR 0001214659-26-000856 filed by Wealth Enhancement Trust Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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