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Disclosery

Plato Investment Management Ltd: WELL position timeline

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

Plato Investment Management Ltd held 14,060 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,060 shares
    Change vs previous 13F +5,113 shares

    0.18% of the 13F portfolio, value $3,172,580.

    13F-HR 0001984475-26-000004 filed by Plato Investment Management Ltd
    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 8,947 shares
    Change vs previous 13F +4,555 shares

    0.12% of the 13F portfolio, value $1,769,945.

    13F-HR 0001984475-26-000003 filed by Plato Investment Management Ltd
    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 4,392 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $819,173.

    13F-HR 0001984475-26-000001 filed by Plato Investment Management Ltd
    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 4,392 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $776,428.

    13F-HR 0001984475-25-000011 filed by Plato Investment Management Ltd
    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 4,392 shares
    Change vs previous 13F +5 shares

    0.05% of the 13F portfolio, value $672,709.

    13F-HR 0001984475-25-000006 filed by Plato Investment Management Ltd
    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 4,387 shares
    Change vs previous 13F +1,312 shares

    0.06% of the 13F portfolio, value $679,416.

    13F-HR 0001984475-25-000005 filed by Plato Investment Management Ltd
    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 3,075 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $388,950.

    13F-HR 0001984475-25-000002 filed by Plato Investment Management Ltd
    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 3,075 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $393,295.

    13F-HR 0001984475-24-000008 filed by Plato Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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