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FORTE CAPITAL LLC /ADV: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORTE CAPITAL LLC /ADV on WELL, newest first. How the timeline and the estimate are built.

FORTE CAPITAL LLC /ADV held 19,170 WELL shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 19,170 shares
    Change vs previous 13F +84 shares

    0.32% of the 13F portfolio, value $2,946,955.

    13F-HR 0001140361-25-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 19,086 shares
    Change vs previous 13F +7 shares

    0.35% of the 13F portfolio, value $2,924,226.

    13F-HR 0001140361-25-017109 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 19,079 shares
    Change vs previous 13F +461 shares

    0.27% of the 13F portfolio, value $2,404,546.

    13F-HR 0001140361-25-002814 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 18,618 shares
    Change vs previous 13F -42 shares

    0.27% of the 13F portfolio, value $2,383,626.

    13F-HR 0001140361-24-044741 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 18,660 shares
    Change vs previous 13F -1,569 shares

    0.23% of the 13F portfolio, value $1,945,291.

    13F-HR 0001140361-24-037007 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 20,229 shares
    Change vs previous 13F +85 shares

    0.23% of the 13F portfolio, value $1,890,171.

    13F-HR 0001140361-24-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 20,144 shares
    Change vs previous 13F -447 shares

    0.25% of the 13F portfolio, value $1,816,404.

    13F-HR 0001140361-24-005823 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 20,591 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,686,784.

    13F-HR 0001398344-23-020503 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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