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Disclosery

Vident Advisory, LLC: WELL position timeline

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

Vident Advisory, LLC held 45,285 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 45,285 shares
    Change vs previous 13F +1,458 shares

    0.08% of the 13F portfolio, value $10,278,290.

    13F-HR 0001172661-26-003342 filed by Vident Advisory, LLC
    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 43,827 shares
    Change vs previous 13F +9,968 shares

    0.07% of the 13F portfolio, value $8,665,117.

    13F-HR 0001172661-26-001995 filed by Vident Advisory, LLC
    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 33,859 shares
    Change vs previous 13F -14,461 shares

    0.06% of the 13F portfolio, value $6,284,753.

    13F-HR 0001172661-26-001275 filed by Vident Advisory, LLC
    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 48,320 shares
    Change vs previous 13F +2,489 shares

    0.08% of the 13F portfolio, value $8,607,642.

    13F-HR 0001172661-25-004874 filed by Vident Advisory, LLC
    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 45,831 shares
    Change vs previous 13F +3,690 shares

    0.08% of the 13F portfolio, value $7,045,609.

    13F-HR 0001172661-25-003424 filed by Vident Advisory, LLC
    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 42,141 shares
    Change vs previous 13F +11,707 shares

    0.09% of the 13F portfolio, value $6,456,804.

    13F-HR 0001172661-25-001986 filed by Vident Advisory, LLC
    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 30,434 shares
    Change vs previous 13F -14,518 shares

    0.07% of the 13F portfolio, value $3,835,931.

    13F-HR 0001172661-25-000890 filed by Vident Advisory, LLC
    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 44,952 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,755,455.

    13F-HR 0001172661-24-004772 filed by Vident Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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