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Disclosery

Dunvegan Associates, Inc.: WELL position timeline

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

Dunvegan Associates, Inc. held 4,971 WELL shares at 2015-12-31 per its 13F-HR filed 2017-04-28.

the latest 13F is the newest step

  1. period ended2015-12-31
    13F 4,971 shares
    Change vs previous 13F -153 shares

    0.4% of the 13F portfolio, value $338,000.

    13F-HR 0001214659-17-002793 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-09-30
    13F 5,124 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $347,000.

    13F-HR 0001214659-17-002791 filed by Dunvegan Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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