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Wealthfront Advisers LLC: WELL position timeline

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

Wealthfront Advisers LLC held 88,184 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,184 shares
    Change vs previous 13F +1,105 shares

    0.04% of the 13F portfolio, value $20,015,122.

    13F-HR 0002085853-26-000956 filed by Wealthfront Advisers 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 87,079 shares
    Change vs previous 13F +4,831 shares

    0.04% of the 13F portfolio, value $17,216,389.

    13F-HR 0002085853-26-000564 filed by Wealthfront Advisers 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 82,248 shares
    Change vs previous 13F +4,313 shares

    0.03% of the 13F portfolio, value $15,266,051.

    13F-HR 0002085853-26-000151 filed by Wealthfront Advisers 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 77,935 shares
    Change vs previous 13F +16,645 shares

    0.03% of the 13F portfolio, value $13,883,341.

    13F-HR 0002085853-25-000235 filed by Wealthfront Advisers 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 61,290 shares
    Change vs previous 13F +5,590 shares

    0.02% of the 13F portfolio, value $9,422,112.

    13F-HR 0001667731-25-001032 filed by Wealthfront Advisers 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 55,700 shares
    Change vs previous 13F +9,398 shares

    0.02% of the 13F portfolio, value $8,533,797.

    13F-HR 0001667731-25-000578 filed by Wealthfront Advisers 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/A 46,302 shares
    Change vs previous 13F +1,682 shares

    0.02% of the 13F portfolio, value $5,835,441.

    13F-HR/A 0001667731-25-000354 filed by Wealthfront Advisers 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 44,620 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,712,699.

    13F-HR 0001763921-24-000010 filed by Wealthfront Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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