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Disclosery

&PARTNERS: WELL position timeline

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

&PARTNERS held 42,188 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,188 shares
    Change vs previous 13F +5,896 shares

    0.04% of the 13F portfolio, value $9,573,627.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 36,292 shares
    Change vs previous 13F +5,154 shares

    0.04% of the 13F portfolio, value $7,174,184.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 31,138 shares
    Change vs previous 13F +1,731 shares

    0.03% of the 13F portfolio, value $5,782,644.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 29,407 shares
    Change vs previous 13F +737 shares

    0.03% of the 13F portfolio, value $5,235,331.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 28,670 shares
    Change vs previous 13F +5,802 shares

    0.03% of the 13F portfolio, value $4,406,433.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 22,868 shares
    Change vs previous 13F +1,616 shares

    0.04% of the 13F portfolio, value $3,517,384.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 21,252 shares
    Change vs previous 13F +8,260 shares

    0.03% of the 13F portfolio, value $2,670,067.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 12,992 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,659,343.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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