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Disclosery

Morse Asset Management, Inc: WELL position timeline

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

Morse Asset Management, Inc held 211 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 211 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $47,891.

    13F-HR 0001705711-26-000006 filed by Morse Asset Management, 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 211 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $41,717.

    13F-HR 0001705711-26-000004 filed by Morse Asset Management, 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 211 shares
    Change vs previous 13F +76 shares

    0.01% of the 13F portfolio, value $39,164.

    13F-HR 0001705711-26-000002 filed by Morse Asset Management, 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 135 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $24,049.

    13F-HR 0001705711-25-000009 filed by Morse Asset Management, 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 125 shares
    Change vs previous 13F -5,400 shares

    <0.01% of the 13F portfolio, value $19,216.

    13F-HR 0001705711-25-000006 filed by Morse Asset Management, 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 5,525 shares
    Change vs previous 13F +5,475 shares

    0.21% of the 13F portfolio, value $846,485.

    13F-HR 0001705711-25-000004 filed by Morse Asset Management, 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 50 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,302.

    13F-HR 0001705711-25-000002 filed by Morse Asset Management, 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/A 50 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,402.

    13F-HR/A 0001705711-24-000010 filed by Morse Asset Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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