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Disclosery

Ballentine Partners, LLC: WELL position timeline

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

Ballentine Partners, LLC held 10,536 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,536 shares
    Change vs previous 13F -69 shares

    0.03% of the 13F portfolio, value $2,391,447.

    13F-HR 0001172661-26-002674 filed by Ballentine 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 ended2026-03-31
    13F 10,605 shares
    Change vs previous 13F -208 shares

    0.03% of the 13F portfolio, value $2,096,793.

    13F-HR 0001172661-26-001909 filed by Ballentine 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 ended2025-12-31
    13F 10,813 shares
    Change vs previous 13F +150 shares

    0.03% of the 13F portfolio, value $2,007,075.

    13F-HR 0001172661-26-000457 filed by Ballentine 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 ended2025-09-30
    13F 10,663 shares
    Change vs previous 13F +924 shares

    0.03% of the 13F portfolio, value $1,899,578.

    13F-HR 0001172661-25-004541 filed by Ballentine 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 ended2025-06-30
    13F 9,739 shares
    Change vs previous 13F +811 shares

    0.02% of the 13F portfolio, value $1,497,176.

    13F-HR 0001172661-25-002596 filed by Ballentine 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 ended2025-03-31
    13F 8,928 shares
    Change vs previous 13F +3,004 shares

    0.02% of the 13F portfolio, value $1,367,859.

    13F-HR 0001172661-25-001551 filed by Ballentine 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 ended2024-12-31
    13F 5,924 shares
    Change vs previous 13F +329 shares

    0.01% of the 13F portfolio, value $746,602.

    13F-HR 0001172661-25-000227 filed by Ballentine 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 ended2024-09-30
    13F 5,595 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $716,328.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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