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Disclosery

Harbour Trust & Investment Management Co: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Harbour Trust & Investment Management Co on WELL, newest first. How the timeline and the estimate are built.

Harbour Trust & Investment Management Co held 54,086 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,086 shares
    Change vs previous 13F -994 shares

    1.18% of the 13F portfolio, value $12,275,900.

    13F-HR 0002003557-26-000003 filed by Harbour Trust & Investment Management Co
    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 55,080 shares
    Change vs previous 13F +473 shares

    1.16% of the 13F portfolio, value $10,889,866.

    13F-HR 0002003557-26-000002 filed by Harbour Trust & Investment Management Co
    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 54,607 shares
    Change vs previous 13F -11 shares

    1.03% of the 13F portfolio, value $10,135,605.

    13F-HR 0002003557-26-000001 filed by Harbour Trust & Investment Management Co
    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 54,618 shares
    Change vs previous 13F -484 shares

    1.01% of the 13F portfolio, value $9,729,651.

    13F-HR 0002003557-25-000008 filed by Harbour Trust & Investment Management Co
    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 55,102 shares
    Change vs previous 13F +683 shares

    0.94% of the 13F portfolio, value $8,470,831.

    13F-HR 0002003557-25-000003 filed by Harbour Trust & Investment Management Co
    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 54,419 shares
    Change vs previous 13F -1,266 shares

    1.01% of the 13F portfolio, value $8,337,535.

    13F-HR 0002003557-25-000002 filed by Harbour Trust & Investment Management Co
    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 55,685 shares
    Change vs previous 13F +140 shares

    0.8% of the 13F portfolio, value $7,017,981.

    13F-HR 0002003557-25-000001 filed by Harbour Trust & Investment Management Co
    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 55,545 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $7,111,426.

    13F-HR 0002003557-24-000006 filed by Harbour Trust & Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

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