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Disclosery

M.D. Sass, LLC: WELL position timeline

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

M.D. Sass, LLC held 237,876 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 237,876 shares
    Change vs previous 13F -17,716 shares

    3.58% of the 13F portfolio, value $53,990,658.

    13F-HR 0001172661-26-003181 filed by M.D. Sass, 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 255,592 shares
    Change vs previous 13F -17,448 shares

    3.83% of the 13F portfolio, value $50,533,058.

    13F-HR 0001172661-26-001945 filed by M.D. Sass, 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 273,040 shares
    Change vs previous 13F -53,792 shares

    3.99% of the 13F portfolio, value $50,679,017.

    13F-HR 0001172661-26-000587 filed by M.D. Sass, 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 326,832 shares
    Change vs previous 13F -97,756 shares

    4.75% of the 13F portfolio, value $58,221,788.

    13F-HR 0001172661-25-004587 filed by M.D. Sass, 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 424,588 shares
    Change vs previous 13F +2,588 shares

    5.25% of the 13F portfolio, value $65,271,900.

    13F-HR 0001172661-25-003127 filed by M.D. Sass, 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 422,000 shares
    Change vs previous 13F +35,054 shares

    5.69% of the 13F portfolio, value $64,654,686.

    13F-HR 0001172661-25-001624 filed by M.D. Sass, 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 386,946 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $48,766,804.

    13F-HR 0001172661-25-000668 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

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