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Disclosery

Ethic Inc.: WELL position timeline

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

Ethic Inc. held 117,057 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,057 shares
    Change vs previous 13F +6,554 shares

    0.33% of the 13F portfolio, value $26,568,456.

    13F-HR 0001780570-26-000005 filed by Ethic 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 110,503 shares
    Change vs previous 13F -12 shares

    0.34% of the 13F portfolio, value $21,847,625.

    13F-HR 0001780570-26-000004 filed by Ethic 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 110,515 shares
    Change vs previous 13F +1,632 shares

    0.32% of the 13F portfolio, value $20,512,748.

    13F-HR 0001780570-26-000002 filed by Ethic 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 108,883 shares
    Change vs previous 13F +7,226 shares

    0.32% of the 13F portfolio, value $19,396,370.

    13F-HR 0001780570-25-000008 filed by Ethic 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 101,657 shares
    Change vs previous 13F +4,563 shares

    0.28% of the 13F portfolio, value $15,465,078.

    13F-HR 0001780570-25-000005 filed by Ethic 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 97,094 shares
    Change vs previous 13F +17,177 shares

    0.3% of the 13F portfolio, value $14,967,006.

    13F-HR 0001780570-25-000003 filed by Ethic 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 79,917 shares
    Change vs previous 13F +16,715 shares

    0.2% of the 13F portfolio, value $10,071,906.

    13F-HR 0001780570-25-000002 filed by Ethic 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 63,202 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,905,578.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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