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Callahan Advisors, LLC: WELL position timeline

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

Callahan Advisors, LLC held 41,924 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,924 shares
    Change vs previous 13F -443 shares

    0.72% of the 13F portfolio, value $9,515,479.

    13F-HR 0001140361-26-030698 filed by Callahan Advisors, 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 42,367 shares
    Change vs previous 13F -2,218 shares

    0.7% of the 13F portfolio, value $8,376,295.

    13F-HR 0001140361-26-020771 filed by Callahan Advisors, 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 44,585 shares
    Change vs previous 13F -1,212 shares

    0.68% of the 13F portfolio, value $8,275,371.

    13F-HR 0001140361-26-004098 filed by Callahan Advisors, 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 45,797 shares
    Change vs previous 13F +1,399 shares

    0.69% of the 13F portfolio, value $8,158,251.

    13F-HR 0001140361-25-039992 filed by Callahan Advisors, 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 44,398 shares
    Change vs previous 13F +1,675 shares

    0.61% of the 13F portfolio, value $6,825,303.

    13F-HR 0001140361-25-027574 filed by Callahan Advisors, 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 42,723 shares
    Change vs previous 13F +280 shares

    0.62% of the 13F portfolio, value $6,545,573.

    13F-HR 0001140361-25-016719 filed by Callahan Advisors, 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 42,443 shares
    Change vs previous 13F -3,089 shares

    0.5% of the 13F portfolio, value $5,349,089.

    13F-HR 0001140361-25-002693 filed by Callahan Advisors, 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 45,532 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,829,520.

    13F-HR 0001140361-24-044615 filed by Callahan Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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