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Disclosery

HM PAYSON & CO: WELL position timeline

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

HM PAYSON & CO held 811 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 811 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $184,076.

    13F-HR 0000928052-26-000003 filed by HM PAYSON & 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 811 shares
    Change vs previous 13F -19 shares

    <0.01% of the 13F portfolio, value $160,330.

    13F-HR 0000928052-26-000002 filed by HM PAYSON & 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 830 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $154,057.

    13F-HR 0000928052-26-000001 filed by HM PAYSON & 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 830 shares
    Change vs previous 13F +255 shares

    <0.01% of the 13F portfolio, value $147,857.

    13F-HR 0000928052-25-000004 filed by HM PAYSON & 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 575 shares
    Change vs previous 13F +42 shares

    <0.01% of the 13F portfolio, value $88,396.

    13F-HR 0000928052-25-000005 filed by HM PAYSON & 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 533 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $81,661.

    13F-HR 0000928052-25-000002 filed by HM PAYSON & 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 533 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $67,174.

    13F-HR 0000928052-25-000001 filed by HM PAYSON & 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 535 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $68,497.

    13F-HR 0000928052-24-000004 filed by HM PAYSON & CO
    Filed (acceptance time not in the bulk data set), ingested

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