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Ascentis Wealth Management, LLC: WELL position timeline

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

Ascentis Wealth Management, LLC held 126 WELL shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 126 shares
    Change vs previous 13F -4,443 shares

    <0.01% of the 13F portfolio, value $28,597.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 126 shares

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

  2. period ended2026-03-31
    13F 4,569 shares
    Change vs previous 13F +1,111 shares

    0.05% of the 13F portfolio, value $903,371.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,379 shares
    • Ascentis Wealth Management, LLC: 1,190 shares

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

  3. period ended2025-12-31
    13F 3,458 shares
    Change vs previous 13F +128 shares

    0.06% of the 13F portfolio, value $641,830.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,537 shares
    • Ascentis Wealth Management, LLC: 921 shares

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

  4. period ended2025-09-30
    13F 3,330 shares
    Change vs previous 13F +550 shares

    0.06% of the 13F portfolio, value $593,195.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,363 shares
    • Ascentis Wealth Management, LLC: 967 shares

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

  5. period ended2025-06-30
    13F 2,780 shares
    Change vs previous 13F +301 shares

    0.04% of the 13F portfolio, value $426,152.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,211 shares
    • Ascentis Wealth Management, LLC: 569 shares

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

  6. period ended2025-03-31
    13F 2,479 shares
    Change vs previous 13F +209 shares

    0.05% of the 13F portfolio, value $380,363.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,880 shares
    • Ascentis Wealth Management, LLC: 599 shares

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

  7. period ended2024-12-31
    13F 2,270 shares
    Change vs previous 13F -1,614 shares

    0.05% of the 13F portfolio, value $286,088.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    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/A 3,884 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $497,251.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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