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Disclosery

NewEdge Wealth, LLC: WELL position timeline

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

NewEdge Wealth, LLC held 206,164 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 206,164 shares
    Change vs previous 13F -2,775 shares

    0.47% of the 13F portfolio, value $46,792,932.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 208,939 shares
    Change vs previous 13F -7,600 shares

    0.49% of the 13F portfolio, value $41,309,425.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 216,539 shares
    Change vs previous 13F +8,138 shares

    0.45% of the 13F portfolio, value $40,191,789.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 208,401 shares
    Change vs previous 13F +7,950 shares

    0.56% of the 13F portfolio, value $38,835,499.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 200,451 shares
    Change vs previous 13F +16,139 shares

    0.53% of the 13F portfolio, value $34,012,566.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 184,312 shares
    Change vs previous 13F -6,961 shares

    0.51% of the 13F portfolio, value $28,238,502.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 191,273 shares
    Change vs previous 13F +17 shares

    0.42% of the 13F portfolio, value $24,106,118.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 191,256 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $24,486,515.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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