NorthCoast Asset Management LLC: WELL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NorthCoast Asset Management LLC on WELL, newest first. How the timeline and the estimate are built.
NorthCoast Asset Management LLC held 83,649 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 83,649 sharesChange vs previous 13F +3,049 shares
0.42% of the 13F portfolio, value $18,985,974.
13F-HR 0001765380-26-000370 filed by NorthCoast Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 80,600 sharesChange vs previous 13F +80,600 shares
0.37% of the 13F portfolio, value $15,935,454.
13F-HR 0001765380-26-000207 filed by NorthCoast Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -107,042 shares
13F-HR 0001765380-26-000111 filed by NorthCoast Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 107,042 sharesChange vs previous 13F +824 shares
0.07% of the 13F portfolio, value $19,068,463.
13F-HR 0001665198-25-000016 filed by NorthCoast Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 106,218 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $16,328,892.
13F-HR 0001665198-25-000007 filed by NorthCoast Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).