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Disclosery

Creative Planning: WELL position timeline

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

Creative Planning held 231,196 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 231,196 shares
    Change vs previous 13F +11,122 shares

    0.03% of the 13F portfolio, value $52,474,468.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 220,074 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $43,510,838.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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