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Disclosery

Manske Wealth Management: WELL position timeline

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

Manske Wealth Management held 4,025 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,025 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $913,637.

    13F-HR 0002095143-26-000005 filed by Manske 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 4,025 shares
    Change vs previous 13F -125 shares

    0.22% of the 13F portfolio, value $795,855.

    13F-HR 0002095143-26-000002 filed by Manske 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 4,150 shares
    Change vs previous 13F -236 shares

    0.23% of the 13F portfolio, value $770,349.

    13F-HR 0002095143-26-000001 filed by Manske 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 4,386 shares
    Change vs previous 13F -165 shares

    0.24% of the 13F portfolio, value $781,387.

    13F-HR 0002095143-25-000004 filed by Manske 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 4,551 shares
    Change vs previous 13F -90 shares

    0.23% of the 13F portfolio, value $699,681.

    13F-HR 0002095143-25-000003 filed by Manske 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 4,641 shares
    Change vs previous 13F -1,472 shares

    0.27% of the 13F portfolio, value $711,104.

    13F-HR 0002095143-25-000002 filed by Manske 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 6,113 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $770,467.

    13F-HR 0002095143-25-000001 filed by Manske Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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