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Disclosery

HL FINANCIAL SERVICES LLC: WELL position timeline

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

HL FINANCIAL SERVICES LLC held 6,280 WELL shares at 2019-03-31 per its 13F-HR filed 2019-05-01.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 6,280 shares
    Change vs previous 13F +413 shares

    0.01% of the 13F portfolio, value $487,000.

    13F-HR 0000891092-19-005145 filed by HL FINANCIAL 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 ended2018-12-31
    13F 5,867 shares
    Change vs previous 13F -87 shares

    0.01% of the 13F portfolio, value $407,000.

    13F-HR 0000891092-19-001578 filed by HL FINANCIAL 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 ended2018-09-30
    13F 5,954 shares
    Change vs previous 13F +5,954 shares

    0.01% of the 13F portfolio, value $383,000.

    13F-HR 0000891092-18-008001 filed by HL FINANCIAL 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 ended2018-03-31
    13F 0 shares
    Change vs previous 13F -4,256 shares

    13F-HR 0000891092-18-004119 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2017-12-31
    13F 4,256 shares
    Change vs previous 13F -38 shares

    0.01% of the 13F portfolio, value $271,000.

    13F-HR 0000891092-18-000718 filed by HL FINANCIAL 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 ended2017-09-30
    13F 4,294 shares
    Change vs previous 13F -3,315 shares

    0.01% of the 13F portfolio, value $302,000.

    13F-HR 0000891092-17-008024 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-06-30
    13F 7,609 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $570,000.

    13F-HR 0000891092-17-005485 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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