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Focus Partners Wealth: WELL position timeline

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

Focus Partners Wealth held 135,854 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,854 shares
    Change vs previous 13F -6,110 shares

    0.03% of the 13F portfolio, value $30,835,000.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 133,077 shares
    • Focus Partners Advisor Solutions, LLC: 2,777 shares

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

  2. period ended2026-03-31
    13F 141,964 shares
    Change vs previous 13F -2,309 shares

    0.03% of the 13F portfolio, value $28,066,942.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 138,713 shares
    • Focus Partners Advisor Solutions, LLC: 3,251 shares

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

  3. period ended2025-12-31
    13F 144,273 shares
    Change vs previous 13F +94,534 shares

    0.03% of the 13F portfolio, value $26,778,917.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 139,767 shares
    • Focus Partners Advisor Solutions, LLC: 4,506 shares

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

  4. period ended2025-09-30
    13F 49,739 shares
    Change vs previous 13F +2,951 shares

    0.01% of the 13F portfolio, value $8,924,407.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 42,614 shares
    • Focus Partners Advisor Solutions, LLC: 7,125 shares

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

  5. period ended2025-06-30
    13F 46,788 shares
    Change vs previous 13F +790 shares

    0.01% of the 13F portfolio, value $7,192,844.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 39,105 shares
    • Focus Partners Advisor Solutions, LLC: 7,683 shares

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

  6. period ended2025-03-31
    13F/A 45,998 shares
    Change vs previous 13F +2,144 shares

    0.02% of the 13F portfolio, value $7,047,465.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 39,033 shares
    • Focus Partners Advisor Solutions, LLC: 6,965 shares

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

  7. period ended2024-12-31
    13F/A 43,854 shares
    Change vs previous 13F +17,232 shares

    0.01% of the 13F portfolio, value $5,526,986.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 38,155 shares
    • Focus Partners Advisor Solutions, LLC: 5,699 shares

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

  8. period ended2024-09-30
    13F 26,622 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,408,494.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 21,097 shares
    • Focus Partners Advisor Solutions, LLC: 5,525 shares

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