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Disclosery

D.A. DAVIDSON & CO.: WELL position timeline

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

D.A. DAVIDSON & CO. held 9,137 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,137 shares
    Change vs previous 13F -173 shares

    0.01% of the 13F portfolio, value $2,073,914.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 9,310 shares
    Change vs previous 13F -6,752 shares

    0.01% of the 13F portfolio, value $1,840,798.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 16,062 shares
    Change vs previous 13F -389 shares

    0.02% of the 13F portfolio, value $2,981,402.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 16,451 shares
    Change vs previous 13F +23 shares

    0.02% of the 13F portfolio, value $2,930,657.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 16,428 shares
    Change vs previous 13F -84 shares

    0.02% of the 13F portfolio, value $2,525,536.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 16,512 shares
    Change vs previous 13F -621 shares

    0.02% of the 13F portfolio, value $2,529,949.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 17,133 shares
    Change vs previous 13F +15 shares

    0.02% of the 13F portfolio, value $2,159,289.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 17,118 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,191,622.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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