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Kestra Advisory Services, LLC: WELL position timeline

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

Kestra Advisory Services, LLC held 72,320 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,320 shares
    Change vs previous 13F +6,976 shares

    0.04% of the 13F portfolio, value $16,414,481.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 41,281 shares
    • Kestra Advisory Services, LLC: 31,039 shares

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

  2. period ended2026-03-31
    13F 65,344 shares
    Change vs previous 13F +4,347 shares

    0.04% of the 13F portfolio, value $12,919,298.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 41,342 shares
    • Kestra Advisory Services, LLC: 24,002 shares

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

  3. period ended2025-12-31
    13F 60,997 shares
    Change vs previous 13F +7,411 shares

    0.04% of the 13F portfolio, value $11,321,767.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 38,845 shares
    • Kestra Advisory Services, LLC: 22,152 shares

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

  4. period ended2025-09-30
    13F 53,586 shares
    Change vs previous 13F +8,221 shares

    0.03% of the 13F portfolio, value $9,545,701.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 33,079 shares
    • Kestra Advisory Services, LLC: 20,507 shares

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

  5. period ended2025-06-30
    13F 45,365 shares
    Change vs previous 13F +169 shares

    0.03% of the 13F portfolio, value $6,974,017.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 33,069 shares
    • Kestra Advisory Services, LLC: 12,296 shares

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

  6. period ended2025-03-31
    13F 45,196 shares
    Change vs previous 13F +1,652 shares

    0.03% of the 13F portfolio, value $6,924,479.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 28,880 shares
    • Kestra Advisory Services, LLC: 16,316 shares

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

  7. period ended2024-12-31
    13F 43,544 shares
    Change vs previous 13F +2,394 shares

    0.02% of the 13F portfolio, value $5,487,851.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,923 shares
    • Kestra Advisory Services, LLC: 17,621 shares

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

  8. period ended2024-09-30
    13F 41,150 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,268,446.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,203 shares
    • Kestra Advisory Services, LLC: 15,947 shares

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