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D L CARLSON INVESTMENT GROUP INC: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D L CARLSON INVESTMENT GROUP INC on WELL, newest first. How the timeline and the estimate are built.

D L CARLSON INVESTMENT GROUP INC held 23,666 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,666 shares
    Change vs previous 13F -6,562 shares

    0.86% of the 13F portfolio, value $5,371,472.

    13F-HR 0001021117-26-000003 filed by D L CARLSON INVESTMENT GROUP INC
    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 30,228 shares
    Change vs previous 13F -77 shares

    1.03% of the 13F portfolio, value $5,976,378.

    13F-HR 0001021117-26-000002 filed by D L CARLSON INVESTMENT GROUP INC
    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 30,305 shares
    Change vs previous 13F -396 shares

    0.95% of the 13F portfolio, value $5,624,911.

    13F-HR 0001021117-26-000001 filed by D L CARLSON INVESTMENT GROUP INC
    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 30,701 shares
    Change vs previous 13F +16 shares

    0.92% of the 13F portfolio, value $5,469,076.

    13F-HR 0001021117-25-000005 filed by D L CARLSON INVESTMENT GROUP INC
    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 30,685 shares
    Change vs previous 13F -2,048 shares

    0.86% of the 13F portfolio, value $4,717,205.

    13F-HR 0001021117-25-000003 filed by D L CARLSON INVESTMENT GROUP INC
    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 32,733 shares
    Change vs previous 13F -1,364 shares

    0.96% of the 13F portfolio, value $5,015,023.

    13F-HR 0001021117-25-000002 filed by D L CARLSON INVESTMENT GROUP INC
    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 34,097 shares
    Change vs previous 13F -651 shares

    0.77% of the 13F portfolio, value $4,297,245.

    13F-HR 0001021117-25-000001 filed by D L CARLSON INVESTMENT GROUP INC
    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 34,748 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $4,448,786.

    13F-HR 0001021117-24-000004 filed by D L CARLSON INVESTMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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