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Community Bank & Trust, Waco, Texas: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Community Bank & Trust, Waco, Texas on WELL, newest first. How the timeline and the estimate are built.

Community Bank & Trust, Waco, Texas held 7,054 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,054 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,601,000.

    13F-HR 0001654847-26-000003 filed by Community Bank & Trust, Waco, Texas
    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 7,054 shares
    Change vs previous 13F -5 shares

    0.28% of the 13F portfolio, value $1,395,000.

    13F-HR 0001654847-26-000002 filed by Community Bank & Trust, Waco, Texas
    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 7,059 shares
    Change vs previous 13F -80 shares

    0.27% of the 13F portfolio, value $1,310,000.

    13F-HR 0001654847-26-000001 filed by Community Bank & Trust, Waco, Texas
    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 7,139 shares
    Change vs previous 13F -150 shares

    0.26% of the 13F portfolio, value $1,272,000.

    13F-HR 0001654847-25-000006 filed by Community Bank & Trust, Waco, Texas
    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 7,289 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,121,000.

    13F-HR 0001654847-25-000003 filed by Community Bank & Trust, Waco, Texas
    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 7,289 shares
    Change vs previous 13F -675 shares

    0.26% of the 13F portfolio, value $1,117,000.

    13F-HR 0001654847-25-000002 filed by Community Bank & Trust, Waco, Texas
    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 7,964 shares
    Change vs previous 13F -295 shares

    0.23% of the 13F portfolio, value $1,004,000.

    13F-HR 0001654847-25-000001 filed by Community Bank & Trust, Waco, Texas
    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 8,259 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,057,000.

    13F-HR 0001654847-24-000006 filed by Community Bank & Trust, Waco, Texas
    Filed (acceptance time not in the bulk data set), ingested

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