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Disclosery

Kanaly Trust Co: WELL position timeline

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

Kanaly Trust Co held 16,959 WELL shares at 2016-12-31 per its 13F-HR filed 2017-01-23.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 16,959 shares
    Change vs previous 13F +95 shares

    0.24% of the 13F portfolio, value $1,135,000.

    13F-HR 0001085825-17-000003 filed by Kanaly 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 ended2016-09-30
    13F 16,864 shares
    Change vs previous 13F +458 shares

    0.27% of the 13F portfolio, value $1,261,000.

    13F-HR 0001085825-16-000023 filed by Kanaly 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 ended2016-06-30
    13F 16,406 shares
    Change vs previous 13F +710 shares

    0.25% of the 13F portfolio, value $1,250,000.

    13F-HR 0001085825-16-000021 filed by Kanaly 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 ended2016-03-31
    13F 15,696 shares
    Change vs previous 13F +375 shares

    0.22% of the 13F portfolio, value $1,088,000.

    13F-HR 0001085825-16-000019 filed by Kanaly 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 ended2015-12-31
    13F 15,321 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,042,000.

    13F-HR 0001085825-16-000015 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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