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Disclosery

Mystic Asset Management, Inc.: WELL position timeline

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

Mystic Asset Management, Inc. held 2,065 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,065 shares
    Change vs previous 13F -50 shares

    0.1% of the 13F portfolio, value $468,693.

    13F-HR 0001172661-26-003253 filed by Mystic 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 2,115 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $418,157.

    13F-HR 0001172661-26-001635 filed by Mystic 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 2,115 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $392,565.

    13F-HR 0001172661-26-000359 filed by Mystic 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 2,115 shares
    Change vs previous 13F +234 shares

    0.09% of the 13F portfolio, value $376,766.

    13F-HR 0001172661-25-004539 filed by Mystic 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 1,881 shares
    Change vs previous 13F +116 shares

    0.07% of the 13F portfolio, value $289,166.

    13F-HR 0001172661-25-003051 filed by Mystic 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 1,765 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $270,416.

    13F-HR 0001172661-25-001569 filed by Mystic 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 1,765 shares
    Change vs previous 13F -500 shares

    0.06% of the 13F portfolio, value $222,443.

    13F-HR 0001172661-25-000631 filed by Mystic 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 2,265 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $289,988.

    13F-HR 0001172661-24-004550 filed by Mystic Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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