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Moloney Securities Asset Management, LLC: WELL position timeline

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

Moloney Securities Asset Management, LLC held 4,443 WELL shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,443 shares
    Change vs previous 13F -423 shares

    0.09% of the 13F portfolio, value $791,485.

    13F-HR 0001697934-25-000007 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 4,866 shares
    Change vs previous 13F +3,292 shares

    0.09% of the 13F portfolio, value $748,120.

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 1,574 shares
    Change vs previous 13F -299 shares

    0.03% of the 13F portfolio, value $241,142.

    13F-HR 0001697934-25-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,873 shares
    Change vs previous 13F -165 shares

    0.03% of the 13F portfolio, value $236,107.

    13F-HR 0001697934-25-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 2,038 shares
    Change vs previous 13F -303 shares

    0.03% of the 13F portfolio, value $260,907.

    13F-HR 0001697934-24-000006 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 2,341 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $244,070.

    13F-HR 0001697934-24-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 2,341 shares
    Change vs previous 13F -35 shares

    0.03% of the 13F portfolio, value $218,698.

    13F-HR 0001697934-24-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 2,376 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $214,281.

    13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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