GLOBALT Investments LLC / GA: WELL position timeline

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

GLOBALT Investments LLC / GA held 13,771 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 13,771 shares
Change vs previous 13F +645 shares
0.11% of the 13F portfolio, value $3,125,604.
13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 13,126 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $2,595,141.
13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).