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Disclosery

Dorsey Wright & Associates: WELL position timeline

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

Dorsey Wright & Associates held 49,572 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,572 shares
    Change vs previous 13F +26,664 shares

    1.91% of the 13F portfolio, value $11,251,414.

    13F-HR 0001376772-26-000004 filed by Dorsey Wright & Associates
    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 22,908 shares
    Change vs previous 13F +13,014 shares

    0.56% of the 13F portfolio, value $4,529,141.

    13F-HR 0001376772-26-000003 filed by Dorsey Wright & Associates
    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 9,894 shares
    Change vs previous 13F -80 shares

    0.4% of the 13F portfolio, value $1,836,000.

    13F-HR 0001376772-26-000002 filed by Dorsey Wright & Associates
    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 9,974 shares
    Change vs previous 13F -32 shares

    0.4% of the 13F portfolio, value $1,777,000.

    13F-HR 0001376772-25-000007 filed by Dorsey Wright & Associates
    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 10,006 shares
    Change vs previous 13F -449 shares

    0.37% of the 13F portfolio, value $1,538,000.

    13F-HR 0001376772-25-000004 filed by Dorsey Wright & Associates
    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 10,455 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,602,000.

    13F-HR 0001376772-25-000003 filed by Dorsey Wright & Associates
    Filed (acceptance time not in the bulk data set), ingested

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