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Disclosery

Blue Chip Partners, LLC: WELL position timeline

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

Blue Chip Partners, LLC held 70,337 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,337 shares
    Change vs previous 13F +1,933 shares

    1.01% of the 13F portfolio, value $15,964,440.

    13F-HR 0001632801-26-000004 filed by Blue Chip 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 68,404 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $13,524,159.

    13F-HR 0001632801-26-000003 filed by Blue Chip Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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