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Westover Capital Advisors, LLC: WELL position timeline

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

Westover Capital Advisors, LLC held 23,389 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,389 shares
    Change vs previous 13F -82 shares

    0.88% of the 13F portfolio, value $5,308,601.

    13F-HR 0001483467-26-000003 filed by Westover Capital 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 23,471 shares
    Change vs previous 13F -212 shares

    0.85% of the 13F portfolio, value $4,640,451.

    13F-HR 0001483467-26-000002 filed by Westover Capital 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 23,683 shares
    Change vs previous 13F -1,269 shares

    0.8% of the 13F portfolio, value $4,395,802.

    13F-HR 0001483467-26-000001 filed by Westover Capital 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 24,952 shares
    Change vs previous 13F -687 shares

    0.82% of the 13F portfolio, value $4,444,949.

    13F-HR 0001483467-25-000009 filed by Westover Capital 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 25,639 shares
    Change vs previous 13F -3,191 shares

    0.79% of the 13F portfolio, value $3,941,483.

    13F-HR 0001483467-25-000008 filed by Westover Capital 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 28,830 shares
    Change vs previous 13F -2,403 shares

    0.98% of the 13F portfolio, value $4,417,045.

    13F-HR 0001262677-25-000002 filed by Westover Capital 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 31,233 shares
    Change vs previous 13F -1,440 shares

    0.87% of the 13F portfolio, value $3,936,295.

    13F-HR 0001483467-25-000002 filed by Westover Capital 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 32,673 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $4,183,124.

    13F-HR 0001762294-24-000004 filed by Westover Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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