Skip to content
Disclosery

MONETARY MANAGEMENT GROUP INC: WELL position timeline

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

MONETARY MANAGEMENT GROUP INC held 4,725 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,725 shares
    Change vs previous 13F -200 shares

    0.22% of the 13F portfolio, value $1,072,433.

    13F-HR 0001214659-26-009971 filed by MONETARY MANAGEMENT GROUP 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 4,925 shares
    Change vs previous 13F -425 shares

    0.23% of the 13F portfolio, value $973,722.

    13F-HR 0001214659-26-006077 filed by MONETARY MANAGEMENT GROUP INC
    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 5,350 shares
    Change vs previous 13F -250 shares

    0.23% of the 13F portfolio, value $993,013.

    13F-HR 0001214659-26-001476 filed by MONETARY MANAGEMENT GROUP INC
    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 5,600 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $997,584.

    13F-HR 0001214659-25-016301 filed by MONETARY MANAGEMENT GROUP INC
    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 5,600 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $860,888.

    13F-HR 0001214659-25-012119 filed by MONETARY MANAGEMENT GROUP INC
    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 5,600 shares
    Change vs previous 13F -750 shares

    0.23% of the 13F portfolio, value $857,976.

    13F-HR 0001214659-25-007559 filed by MONETARY MANAGEMENT GROUP INC
    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 6,350 shares
    Change vs previous 13F -250 shares

    0.21% of the 13F portfolio, value $800,290.

    13F-HR 0001214659-25-002536 filed by MONETARY MANAGEMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,600 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $844,998.

    13F-HR 0001214659-24-018830 filed by MONETARY MANAGEMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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