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Disclosery

Maryland Capital Management: WELL position timeline

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

Maryland Capital Management held 119,466 WELL shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 119,466 shares
    Change vs previous 13F +4,779 shares

    0.64% of the 13F portfolio, value $7,685,000.

    13F-HR 0001062993-22-021956 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 114,687 shares
    Change vs previous 13F -457 shares

    0.74% of the 13F portfolio, value $9,445,000.

    13F-HR 0001062993-22-017721 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 115,144 shares
    Change vs previous 13F +2,062 shares

    0.69% of the 13F portfolio, value $11,069,000.

    13F-HR 0001062993-22-012233 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 113,082 shares
    Change vs previous 13F +8,470 shares

    0.52% of the 13F portfolio, value $9,699,000.

    13F-HR 0001062993-22-003714 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 104,612 shares
    Change vs previous 13F +3,979 shares

    0.52% of the 13F portfolio, value $8,620,000.

    13F-HR 0001062993-21-010641 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 100,633 shares
    Change vs previous 13F +4,141 shares

    0.5% of the 13F portfolio, value $8,362,000.

    13F-HR 0001062993-21-007440 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 96,492 shares
    Change vs previous 13F +536 shares

    0.46% of the 13F portfolio, value $6,912,000.

    13F-HR 0001062993-21-004382 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 95,956 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $6,201,000.

    13F-HR 0001062993-21-001259 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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