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Disclosery

LongView Wealth Management: WELL position timeline

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

LongView Wealth Management held 4,539 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 4,539 shares
    Change vs previous 13F -108 shares

    0.26% of the 13F portfolio, value $1,030,275.

    13F-HR 0001990190-26-000003 filed by LongView Wealth Management
    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 4,647 shares
    Change vs previous 13F -46 shares

    0.25% of the 13F portfolio, value $980,477.

    13F-HR 0001990190-26-000002 filed by LongView Wealth Management
    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 4,693 shares
    Change vs previous 13F -259 shares

    0.21% of the 13F portfolio, value $876,023.

    13F-HR 0001990190-26-000001 filed by LongView Wealth Management
    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 4,952 shares
    Change vs previous 13F +73 shares

    0.24% of the 13F portfolio, value $882,154.

    13F-HR 0001990190-25-000008 filed by LongView Wealth Management
    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 4,879 shares
    Change vs previous 13F +8 shares

    0.23% of the 13F portfolio, value $750,099.

    13F-HR 0001990190-25-000004 filed by LongView Wealth Management
    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 4,871 shares
    Change vs previous 13F -107 shares

    0.22% of the 13F portfolio, value $746,362.

    13F-HR 0001990190-25-000003 filed by LongView Wealth Management
    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 4,978 shares
    Change vs previous 13F -166 shares

    0.19% of the 13F portfolio, value $627,356.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    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 5,144 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $658,532.

    13F-HR 0001990190-24-000005 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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