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BRAUN STACEY ASSOCIATES INC: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRAUN STACEY ASSOCIATES INC on WELL, newest first. How the timeline and the estimate are built.

BRAUN STACEY ASSOCIATES INC held 216,915 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 216,915 shares
    Change vs previous 13F -5,158 shares

    1.4% of the 13F portfolio, value $49,233,198.

    13F-HR 0001213900-26-085531 filed by BRAUN STACEY ASSOCIATES INC
    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 222,073 shares
    Change vs previous 13F -2,080 shares

    1.46% of the 13F portfolio, value $43,906,053.

    13F-HR 0001213900-26-046430 filed by BRAUN STACEY ASSOCIATES INC
    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 224,153 shares
    Change vs previous 13F -2,859 shares

    1.35% of the 13F portfolio, value $41,605,038.

    13F-HR 0001213900-26-005653 filed by BRAUN STACEY ASSOCIATES INC
    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 227,012 shares
    Change vs previous 13F -840 shares

    1.32% of the 13F portfolio, value $40,439,918.

    13F-HR 0001213900-25-100586 filed by BRAUN STACEY ASSOCIATES INC
    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 227,852 shares
    Change vs previous 13F -6,549 shares

    1.27% of the 13F portfolio, value $35,027,688.

    13F-HR 0001213900-25-074748 filed by BRAUN STACEY ASSOCIATES INC
    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 234,401 shares
    Change vs previous 13F -13,973 shares

    1.47% of the 13F portfolio, value $35,912,577.

    13F-HR 0001213900-25-036427 filed by BRAUN STACEY ASSOCIATES INC
    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 248,374 shares
    Change vs previous 13F -5,360 shares

    1.17% of the 13F portfolio, value $31,302,575.

    13F-HR 0001213900-25-008738 filed by BRAUN STACEY ASSOCIATES INC
    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 253,734 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $32,485,564.

    13F-HR 0001213900-24-095360 filed by BRAUN STACEY ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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