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Disclosery

Graypoint LLC: WELL position timeline

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

Graypoint LLC held 3,710 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 3,710 shares
    Change vs previous 13F +175 shares

    0.03% of the 13F portfolio, value $570,398.

    13F-HR 0000950123-25-006388 filed by Graypoint LLC
    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 3,535 shares
    Change vs previous 13F +108 shares

    0.03% of the 13F portfolio, value $541,585.

    13F-HR 0000950123-25-003985 filed by Graypoint LLC
    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 3,427 shares
    Change vs previous 13F +84 shares

    0.03% of the 13F portfolio, value $431,895.

    13F-HR 0000950123-25-000207 filed by Graypoint LLC
    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 3,343 shares
    Change vs previous 13F +336 shares

    0.03% of the 13F portfolio, value $427,994.

    13F-HR 0000950123-24-010105 filed by Graypoint LLC
    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 3,007 shares
    Change vs previous 13F +320 shares

    0.02% of the 13F portfolio, value $313,471.

    13F-HR 0000950123-24-006953 filed by Graypoint LLC
    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 2,687 shares
    Change vs previous 13F +122 shares

    0.02% of the 13F portfolio, value $251,066.

    13F-HR 0000950123-24-003715 filed by Graypoint LLC
    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 2,565 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $231,315.

    13F-HR 0000950123-24-000428 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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