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Disclosery

DAVENPORT & Co LLC: WELL position timeline

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

DAVENPORT & Co LLC held 11,936 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,936 shares
    Change vs previous 13F +1,058 shares

    0.01% of the 13F portfolio, value $2,709,077.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co LLC
    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 10,878 shares
    Change vs previous 13F +3,602 shares

    0.01% of the 13F portfolio, value $2,150,594.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co LLC
    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 7,276 shares
    Change vs previous 13F +661 shares

    0.01% of the 13F portfolio, value $1,350,565.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co LLC
    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 6,615 shares
    Change vs previous 13F +658 shares

    0.01% of the 13F portfolio, value $1,178,414.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co LLC
    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 5,957 shares
    Change vs previous 13F +1,182 shares

    0.01% of the 13F portfolio, value $915,714.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co LLC
    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 4,775 shares
    Change vs previous 13F +103 shares

    <0.01% of the 13F portfolio, value $731,591.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co LLC
    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 4,672 shares
    Change vs previous 13F -1,796 shares

    <0.01% of the 13F portfolio, value $588,823.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co LLC
    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 6,468 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $828,109.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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