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Dickmeyer Boyce Financial Management, Inc.: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dickmeyer Boyce Financial Management, Inc. on WELL, newest first. How the timeline and the estimate are built.

Dickmeyer Boyce Financial Management, Inc. held 1,985 WELL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,985 shares
    Change vs previous 13F -77 shares

    0.23% of the 13F portfolio, value $457,107.

    13F-HR 0002085853-26-001110 filed by Dickmeyer Boyce Financial Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,062 shares
    Change vs previous 13F -4 shares

    0.24% of the 13F portfolio, value $467,995.

    13F-HR 0002085853-26-000812 filed by Dickmeyer Boyce Financial Management, Inc.
    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 2,066 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $408,386.

    13F-HR 0002085853-26-000591 filed by Dickmeyer Boyce Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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