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Baldwin Investment Management, LLC: WELL position timeline

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

Baldwin Investment Management, LLC held 6,392 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 6,392 shares
    Change vs previous 13F +2,516 shares

    0.14% of the 13F portfolio, value $1,450,792.

    13F-HR 0001346378-26-000003 filed by Baldwin Investment Management, 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 3,876 shares
    Change vs previous 13F -200 shares

    0.09% of the 13F portfolio, value $766,324.

    13F-HR 0001346378-26-000002 filed by Baldwin Investment Management, 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 4,076 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $756,546.

    13F-HR 0001346378-26-000001 filed by Baldwin Investment Management, 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 4,076 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $726,099.

    13F-HR 0001346378-25-000009 filed by Baldwin Investment Management, 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 4,076 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $626,603.

    13F-HR 0001346378-25-000004 filed by Baldwin Investment Management, 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 4,076 shares
    Change vs previous 13F +49 shares

    0.08% of the 13F portfolio, value $624,484.

    13F-HR 0001346378-25-000002 filed by Baldwin Investment Management, 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 4,027 shares
    Change vs previous 13F +267 shares

    0.07% of the 13F portfolio, value $507,523.

    13F-HR 0001346378-25-000001 filed by Baldwin Investment Management, 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 3,760 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $481,393.

    13F-HR 0001346378-24-000009 filed by Baldwin Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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