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Disclosery

Family Capital Trust Co: WELL position timeline

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

Family Capital Trust Co held 974 WELL shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 974 shares
    Change vs previous 13F -1,368 shares

    0.07% of the 13F portfolio, value $221,064.

    13F-HR/A 0001140361-26-030215 filed by Family Capital Trust Co
    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/A 2,342 shares
    Change vs previous 13F +1,411 shares

    0.17% of the 13F portfolio, value $463,031.

    13F-HR/A 0001140361-26-017710 filed by Family Capital Trust Co
    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 931 shares
    Change vs previous 13F +11 shares

    0.06% of the 13F portfolio, value $172,798.

    13F-HR 0001140361-26-002497 filed by Family Capital Trust Co
    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 920 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $163,885.

    13F-HR 0001140361-25-039107 filed by Family Capital Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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