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CONGRESS ASSET MANAGEMENT CO: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CONGRESS ASSET MANAGEMENT CO on WELL, newest first. How the timeline and the estimate are built.

CONGRESS ASSET MANAGEMENT CO held 696,783 WELL shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 696,783 shares
    Change vs previous 13F -24,818 shares

    1.04% of the 13F portfolio, value $160,427,293.

    13F-HR 0000897378-26-000015 filed by CONGRESS ASSET MANAGEMENT CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 721,601 shares
    Change vs previous 13F -28,599 shares

    1.01% of the 13F portfolio, value $163,781,677.

    13F-HR 0000897378-26-000010 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 750,200 shares
    Change vs previous 13F -3,130 shares

    1.06% of the 13F portfolio, value $148,321,988.

    13F-HR 0000897378-26-000005 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 753,330 shares
    Change vs previous 13F +164,708 shares

    0.98% of the 13F portfolio, value $139,825,661.

    13F-HR 0000897378-26-000002 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 588,622 shares
    Change vs previous 13F +9,777 shares

    0.7% of the 13F portfolio, value $104,857,105.

    13F-HR 0000897378-25-000016 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 578,845 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $88,985,842.

    13F-HR 0000897378-25-000005 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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