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NEOS Investment Management LLC: WELL position timeline

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

NEOS Investment Management LLC held 248,161 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 248,161 shares
    Change vs previous 13F +27,825 shares

    0.21% of the 13F portfolio, value $56,325,102.

    13F-HR 0001172661-26-003274 filed by NEOS Investment 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 ended2026-03-31
    13F 220,336 shares
    Change vs previous 13F +41,085 shares

    0.22% of the 13F portfolio, value $43,562,631.

    13F-HR 0001172661-26-002245 filed by NEOS Investment 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 ended2025-12-31
    13F 179,251 shares
    Change vs previous 13F +47,762 shares

    0.19% of the 13F portfolio, value $33,270,778.

    13F-HR 0001172661-26-001028 filed by NEOS Investment 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 ended2025-09-30
    13F 131,489 shares
    Change vs previous 13F +53,448 shares

    0.18% of the 13F portfolio, value $23,423,451.

    13F-HR 0001172661-25-004623 filed by NEOS Investment 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 ended2025-06-30
    13F 78,041 shares
    Change vs previous 13F +26,135 shares

    0.15% of the 13F portfolio, value $11,997,243.

    13F-HR 0001172661-25-003105 filed by NEOS Investment 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 ended2025-03-31
    13F 51,906 shares
    Change vs previous 13F +20,243 shares

    0.15% of the 13F portfolio, value $7,952,518.

    13F-HR 0001172661-25-001962 filed by NEOS Investment 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 ended2024-12-31
    13F 31,663 shares
    Change vs previous 13F +7,463 shares

    0.09% of the 13F portfolio, value $3,990,488.

    13F-HR 0001172661-25-000673 filed by NEOS Investment 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 ended2024-09-30
    13F 24,200 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,098,326.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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