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Disclosery

New Covenant Trust Company, N.A.: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New Covenant Trust Company, N.A. on WELL, newest first. How the timeline and the estimate are built.

New Covenant Trust Company, N.A. held 1,971 WELL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,971 shares
    Change vs previous 13F +431 shares

    0.31% of the 13F portfolio, value $453,803.

    13F-HR 0001214659-26-012675 filed by New Covenant Trust Company, N.A.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,540 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $349,534.

    13F-HR 0001214659-26-008495 filed by New Covenant Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).