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Disclosery

FMA ADVISORY INC: WELL position timeline

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

FMA ADVISORY INC held 33,329 WELL shares at 2021-09-30 per its 13F-HR filed 2021-11-15.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 33,329 shares
    Change vs previous 13F +614 shares

    1.02% of the 13F portfolio, value $2,746,000.

    13F-HR 0001221073-21-000118 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 32,715 shares
    Change vs previous 13F +455 shares

    1.01% of the 13F portfolio, value $2,719,000.

    13F-HR 0001221073-21-000097 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 32,260 shares
    Change vs previous 13F -6 shares

    0.71% of the 13F portfolio, value $2,311,000.

    13F-HR 0001221073-21-000052 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F 32,266 shares
    Change vs previous 13F -1,673 shares

    0.7% of the 13F portfolio, value $2,085,000.

    13F-HR 0001221073-21-000041 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-09-30
    13F 33,939 shares
    Change vs previous 13F +33 shares

    0.74% of the 13F portfolio, value $1,870,000.

    13F-HR 0001221073-21-000040 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-06-30
    13F 33,906 shares
    Change vs previous 13F +3,073 shares

    0.79% of the 13F portfolio, value $1,755,000.

    13F-HR 0001221073-21-000039 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-03-31
    13F 30,833 shares
    Change vs previous 13F +4,784 shares

    0.77% of the 13F portfolio, value $1,412,000.

    13F-HR 0001221073-21-000038 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-12-31
    13F 26,049 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,130,000.

    13F-HR 0001221073-21-000037 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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