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Disclosery

Harvest Investment Services, LLC: WELL position timeline

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

Harvest Investment Services, LLC held 16,911 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,911 shares
    Change vs previous 13F -2,243 shares

    0.59% of the 13F portfolio, value $3,838,290.

    13F-HR 0001172661-26-003722 filed by Harvest Investment Services, 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 19,154 shares
    Change vs previous 13F +3,362 shares

    0.69% of the 13F portfolio, value $3,786,937.

    13F-HR 0001172661-26-001993 filed by Harvest Investment Services, 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 15,792 shares
    Change vs previous 13F +3,715 shares

    0.55% of the 13F portfolio, value $2,931,153.

    13F-HR 0001172661-26-000947 filed by Harvest Investment Services, 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 12,077 shares
    Change vs previous 13F +2,660 shares

    0.43% of the 13F portfolio, value $2,151,397.

    13F-HR 0001172661-25-005197 filed by Harvest Investment Services, 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 9,417 shares
    Change vs previous 13F +5,600 shares

    0.32% of the 13F portfolio, value $1,447,674.

    13F-HR 0001172661-25-003378 filed by Harvest Investment Services, 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 3,817 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $584,803.

    13F-HR 0001172661-25-002049 filed by Harvest Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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