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Disclosery

Great Diamond Partners, LLC: WELL position timeline

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

Great Diamond Partners, LLC held 19,910 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,910 shares
    Change vs previous 13F +74 shares

    0.78% of the 13F portfolio, value $4,519,003.

    13F-HR 0001172661-26-002658 filed by Great Diamond Partners, LLC
    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 19,836 shares
    Change vs previous 13F +347 shares

    0.75% of the 13F portfolio, value $3,921,776.

    13F-HR 0001172661-26-001739 filed by Great Diamond Partners, LLC
    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 19,489 shares
    Change vs previous 13F -240 shares

    0.7% of the 13F portfolio, value $3,617,353.

    13F-HR 0001172661-26-000514 filed by Great Diamond Partners, LLC
    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 19,729 shares
    Change vs previous 13F +2,710 shares

    0.68% of the 13F portfolio, value $3,514,524.

    13F-HR 0001172661-25-004336 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 17,019 shares
    Change vs previous 13F +1,953 shares

    0.55% of the 13F portfolio, value $2,616,331.

    13F-HR 0001172661-25-003158 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 15,066 shares
    Change vs previous 13F +10,894 shares

    0.63% of the 13F portfolio, value $2,308,262.

    13F-HR 0001172661-25-001768 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 4,172 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $525,797.

    13F-HR 0001172661-25-000333 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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