MassMutual Private Wealth & Trust, FSB: WELL position timeline

MassMutual Private Wealth & Trust, FSB held 2,868 WELL shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 2,868 shares

   Change vs previous 13F -105 shares

   0.02% of the 13F portfolio, value $660,328.

   13F-HR 0001193125-26-413053 filed by MassMutual Private Wealth & Trust, FSB
   Accepted 2026-10-05 10:18:28 UTC, ingested 2026-10-06 10:25:10 UTC

2. period ended2026-06-30

   13F 2,973 shares

   Change vs previous 13F -24 shares

   0.02% of the 13F portfolio, value $674,782.

   13F-HR 0001193125-26-293910 filed by MassMutual Private Wealth & Trust, FSB
   Filed 2026-07-02 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 2,997 shares

   Change vs previous 13F -177 shares

   0.02% of the 13F portfolio, value $592,537.

   13F-HR 0001193125-26-152544 filed by MassMutual Private Wealth & Trust, FSB
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 3,174 shares

   Change vs previous 13F +156 shares

   0.02% of the 13F portfolio, value $589,126.

   13F-HR 0001193125-26-006210 filed by MassMutual Private Wealth & Trust, FSB
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 3,018 shares

   Change vs previous 13F +176 shares

   0.01% of the 13F portfolio, value $537,627.

   13F-HR 0001193125-25-246783 filed by MassMutual Private Wealth & Trust, FSB
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 2,842 shares

   Change vs previous 13F +436 shares

   0.01% of the 13F portfolio, value $436,901.

   13F-HR 0000950123-25-006218 filed by MassMutual Private Wealth & Trust, FSB
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 2,406 shares

   Change vs previous 13F +297 shares

   0.01% of the 13F portfolio, value $368,623.

   13F-HR 0000950123-25-003277 filed by MassMutual Private Wealth & Trust, FSB
   Filed 2025-04-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 2,109 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $265,797.

   13F-HR 0000950123-25-000326 filed by MassMutual Private Wealth & Trust, FSB
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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