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Disclosery

Hardy Reed LLC: WELL position timeline

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

Hardy Reed LLC held 2,003 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,003 shares
    Change vs previous 13F +33 shares

    0.03% of the 13F portfolio, value $454,661.

    13F-HR 0001765380-26-000261 filed by Hardy Reed 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 1,970 shares
    Change vs previous 13F -30 shares

    0.03% of the 13F portfolio, value $389,524.

    13F-HR 0001765380-26-000128 filed by Hardy Reed 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 2,000 shares
    Change vs previous 13F +210 shares

    0.03% of the 13F portfolio, value $371,137.

    13F-HR 0001765380-26-000065 filed by Hardy Reed 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 1,790 shares
    Change vs previous 13F +217 shares

    0.02% of the 13F portfolio, value $318,791.

    13F-HR 0001765380-25-000440 filed by Hardy Reed 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 1,573 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $241,748.

    13F-HR 0001765380-25-000257 filed by Hardy Reed LLC
    Filed (acceptance time not in the bulk data set), ingested

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