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Disclosery

Buckingham Capital Management, Inc.: WELL position timeline

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

Buckingham Capital Management, Inc. held 36,563 WELL shares at 2024-12-31 per its 13F-HR filed 2025-01-31.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 36,563 shares
    Change vs previous 13F +609 shares

    0.53% of the 13F portfolio, value $4,608,035.

    13F-HR 0001062993-25-001377 filed by Buckingham Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 35,954 shares
    Change vs previous 13F +8,214 shares

    0.53% of the 13F portfolio, value $4,603,191.

    13F-HR 0001062993-24-018252 filed by Buckingham Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 27,740 shares
    Change vs previous 13F +18,200 shares

    0.35% of the 13F portfolio, value $2,891,895.

    13F-HR 0001062993-24-013747 filed by Buckingham Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 9,540 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $891,418.

    13F-HR 0001062993-24-008279 filed by Buckingham Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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