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Creegan & Nassoura Financial Group, LLC: WELL position timeline

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

Creegan & Nassoura Financial Group, LLC held 0 WELL shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -14,507 shares

    13F-HR 0001172661-25-001951 filed by Creegan & Nassoura Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 14,507 shares
    Change vs previous 13F -50 shares

    1.23% of the 13F portfolio, value $1,828,306.

    13F-HR 0001172661-25-000868 filed by Creegan & Nassoura Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 14,557 shares
    Change vs previous 13F 0 shares

    1.17% of the 13F portfolio, value $1,863,722.

    13F-HR 0001172661-24-004729 filed by Creegan & Nassoura Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 14,557 shares
    Change vs previous 13F -310 shares

    1.04% of the 13F portfolio, value $1,517,558.

    13F-HR 0001172661-24-003380 filed by Creegan & Nassoura Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 14,867 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,389,164.

    13F-HR 0001172661-24-002327 filed by Creegan & Nassoura Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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