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Disclosery

Ashfield Capital Partners, LLC: WELL position timeline

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

Ashfield Capital Partners, LLC held 72,677 WELL shares at 2022-09-30 per its 13F-HR filed 2022-11-10.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 72,677 shares
    Change vs previous 13F -2,437 shares

    0.39% of the 13F portfolio, value $4,675,000.

    13F-HR 0001398103-22-000006 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 75,114 shares
    Change vs previous 13F -757 shares

    0.48% of the 13F portfolio, value $6,186,000.

    13F-HR 0001398103-22-000005 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 75,871 shares
    Change vs previous 13F +12,502 shares

    0.47% of the 13F portfolio, value $7,294,000.

    13F-HR 0001398103-22-000004 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 63,369 shares
    Change vs previous 13F -329 shares

    0.35% of the 13F portfolio, value $5,435,000.

    13F-HR 0001398103-22-000001 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 63,698 shares
    Change vs previous 13F +853 shares

    0.37% of the 13F portfolio, value $5,249,000.

    13F-HR 0001398103-21-000004 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 62,845 shares
    Change vs previous 13F +2,972 shares

    0.37% of the 13F portfolio, value $5,222,000.

    13F-HR 0001398103-21-000003 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 59,873 shares
    Change vs previous 13F +9,218 shares

    0.34% of the 13F portfolio, value $4,289,000.

    13F-HR 0001398103-21-000002 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 50,655 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,273,000.

    13F-HR 0001398103-21-000001 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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