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Disclosery

Heartland Bank & Trust Co: WELL position timeline

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

Heartland Bank & Trust Co held 2,816 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,816 shares
    Change vs previous 13F -38 shares

    0.13% of the 13F portfolio, value $639,148.

    13F-HR 0001866040-26-000006 filed by Heartland Bank & Trust 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 2,854 shares
    Change vs previous 13F +82 shares

    0.13% of the 13F portfolio, value $564,264.

    13F-HR 0001866040-26-000004 filed by Heartland Bank & Trust 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 2,772 shares
    Change vs previous 13F -49 shares

    0.22% of the 13F portfolio, value $514,511.

    13F-HR 0001866040-26-000002 filed by Heartland Bank & Trust 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 2,821 shares
    Change vs previous 13F -40 shares

    0.21% of the 13F portfolio, value $502,533.

    13F-HR 0001866040-25-000010 filed by Heartland Bank & Trust 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 2,861 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $439,822.

    13F-HR 0001866040-25-000008 filed by Heartland Bank & Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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