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GREENLEAF TRUST: WELL position timeline

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

GREENLEAF TRUST held 10,180 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,180 shares
    Change vs previous 13F -317 shares

    0.02% of the 13F portfolio, value $2,310,555.

    13F-HR 0001162170-26-000006 filed by GREENLEAF TRUST
    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 10,497 shares
    Change vs previous 13F +692 shares

    0.02% of the 13F portfolio, value $2,075,362.

    13F-HR 0001162170-26-000005 filed by GREENLEAF TRUST
    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 9,805 shares
    Change vs previous 13F +161 shares

    0.02% of the 13F portfolio, value $1,819,906.

    13F-HR 0001162170-26-000002 filed by GREENLEAF TRUST
    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 9,644 shares
    Change vs previous 13F -77 shares

    0.02% of the 13F portfolio, value $1,717,982.

    13F-HR 0001162170-25-000007 filed by GREENLEAF TRUST
    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 9,721 shares
    Change vs previous 13F -527 shares

    0.01% of the 13F portfolio, value $1,494,410.

    13F-HR 0001162170-25-000006 filed by GREENLEAF TRUST
    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 10,248 shares
    Change vs previous 13F +828 shares

    0.01% of the 13F portfolio, value $1,570,096.

    13F-HR 0001162170-25-000005 filed by GREENLEAF TRUST
    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 9,420 shares
    Change vs previous 13F +341 shares

    0.01% of the 13F portfolio, value $1,187,203.

    13F-HR 0001162170-25-000001 filed by GREENLEAF TRUST
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,079 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,162,384.

    13F-HR 0001162170-24-000006 filed by GREENLEAF TRUST
    Filed (acceptance time not in the bulk data set), ingested

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