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Disclosery

Brentview Investment Management LLC: WELL position timeline

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

Brentview Investment Management LLC held 23,070 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,070 shares
    Change vs previous 13F +628 shares

    2.07% of the 13F portfolio, value $5,236,233.

    13F-HR 0002052564-26-000005 filed by Brentview 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 22,442 shares
    Change vs previous 13F +1,170 shares

    1.92% of the 13F portfolio, value $4,437,046.

    13F-HR 0002052564-26-000003 filed by Brentview 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 21,272 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $3,948,296.

    13F-HR 0002052564-26-000001 filed by Brentview Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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