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Disclosery

MEANS INVESTMENT CO., INC.: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MEANS INVESTMENT CO., INC. on WELL, newest first. How the timeline and the estimate are built.

MEANS INVESTMENT CO., INC. held 742 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 742 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $168,384.

    13F-HR 0000701516-26-000004 filed by MEANS INVESTMENT CO., INC.
    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 741 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $146,513.

    13F-HR 0000701516-26-000002 filed by MEANS INVESTMENT CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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