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Disclosery

World Investment Advisors: WELL position timeline

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

World Investment Advisors held 17,975 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 17,975 shares
    Change vs previous 13F -177 shares

    0.06% of the 13F portfolio, value $3,602,936.

    13F-HR 0001062993-26-004335 filed by World Investment Advisors
    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 18,152 shares
    Change vs previous 13F +2,429 shares

    0.06% of the 13F portfolio, value $3,588,850.

    13F-HR 0001062993-26-002164 filed by World Investment Advisors
    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/A 15,723 shares
    Change vs previous 13F +3,427 shares

    0.05% of the 13F portfolio, value $2,918,345.

    13F-HR/A 0001062993-26-001415 filed by World Investment Advisors
    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 12,296 shares
    Change vs previous 13F +10,101 shares

    0.04% of the 13F portfolio, value $2,190,515.

    13F-HR 0001062993-25-016083 filed by World Investment Advisors
    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 2,195 shares
    Change vs previous 13F -205 shares

    0.01% of the 13F portfolio, value $337,438.

    13F-HR 0001062993-25-013474 filed by World Investment Advisors
    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 2,400 shares
    Change vs previous 13F +164 shares

    0.01% of the 13F portfolio, value $367,704.

    13F-HR 0001062993-25-008161 filed by World Investment Advisors
    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 2,236 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $281,804.

    13F-HR 0001062993-25-002205 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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