Skip to content
Disclosery

Bleakley Financial Group, LLC: WELL position timeline

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

Bleakley Financial Group, LLC held 30,695 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,695 shares
    Change vs previous 13F +1,271 shares

    0.09% of the 13F portfolio, value $6,966,937.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 29,424 shares
    Change vs previous 13F +4,916 shares

    0.09% of the 13F portfolio, value $5,817,387.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 24,508 shares
    Change vs previous 13F +1,719 shares

    0.08% of the 13F portfolio, value $4,548,988.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 22,789 shares
    Change vs previous 13F +1,276 shares

    0.09% of the 13F portfolio, value $4,059,653.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 21,513 shares
    Change vs previous 13F +2,664 shares

    0.08% of the 13F portfolio, value $3,307,206.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 18,849 shares
    Change vs previous 13F +8,859 shares

    0.09% of the 13F portfolio, value $2,887,838.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 9,990 shares
    Change vs previous 13F -2,800 shares

    0.04% of the 13F portfolio, value $1,259,003.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 12,790 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,637,558.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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