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Disclosery

HARBOR INVESTMENT ADVISORY, LLC: WELL position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 7,692 WELL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,692 shares
    Change vs previous 13F +79 shares

    0.12% of the 13F portfolio, value $1,771,006.

    13F-HR 0001468792-26-000011 filed by HARBOR INVESTMENT ADVISORY, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,613 shares
    Change vs previous 13F +1,247 shares

    0.12% of the 13F portfolio, value $1,727,923.

    13F-HR 0001468792-26-000006 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,366 shares
    Change vs previous 13F +376 shares

    0.1% of the 13F portfolio, value $1,258,622.

    13F-HR 0001468792-26-000005 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,990 shares
    Change vs previous 13F +2,797 shares

    0.08% of the 13F portfolio, value $1,111,804.

    13F-HR 0001468792-26-000001 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,193 shares
    Change vs previous 13F +210 shares

    0.05% of the 13F portfolio, value $568,801.

    13F-HR 0001468792-25-000006 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,983 shares
    Change vs previous 13F +217 shares

    0.04% of the 13F portfolio, value $458,577.

    13F-HR 0001468792-25-000005 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,766 shares
    Change vs previous 13F +1,170 shares

    0.04% of the 13F portfolio, value $423,779.

    13F-HR 0001468792-25-000004 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,596 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $201,144.

    13F-HR 0001468792-25-000001 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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