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KMG FIDUCIARY PARTNERS, LLC: WELL position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 32,947 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,947 shares
    Change vs previous 13F -2,558 shares

    0.69% of the 13F portfolio, value $7,477,940.

    13F-HR 0001754960-26-000440 filed by KMG FIDUCIARY PARTNERS, 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 35,505 shares
    Change vs previous 13F -1 shares

    0.52% of the 13F portfolio, value $7,019,709.

    13F-HR 0001754960-26-000219 filed by KMG FIDUCIARY PARTNERS, 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 35,506 shares
    Change vs previous 13F -148 shares

    0.47% of the 13F portfolio, value $6,590,236.

    13F-HR 0001754960-26-000056 filed by KMG FIDUCIARY PARTNERS, 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 35,654 shares
    Change vs previous 13F -238 shares

    0.43% of the 13F portfolio, value $6,351,383.

    13F-HR 0001754960-25-000651 filed by KMG FIDUCIARY PARTNERS, 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 35,892 shares
    Change vs previous 13F -256 shares

    0.41% of the 13F portfolio, value $5,517,659.

    13F-HR 0001754960-25-000344 filed by KMG FIDUCIARY PARTNERS, 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 36,148 shares
    Change vs previous 13F -95 shares

    0.46% of the 13F portfolio, value $5,538,217.

    13F-HR 0001754960-25-000181 filed by KMG FIDUCIARY PARTNERS, LLC
    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 36,243 shares
    Change vs previous 13F -68 shares

    0.38% of the 13F portfolio, value $4,567,690.

    13F-HR 0001754960-25-000030 filed by KMG FIDUCIARY PARTNERS, LLC
    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 36,311 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $4,648,882.

    13F-HR 0001754960-24-000508 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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