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PRIVATE ASSET MANAGEMENT INC: WELL position timeline

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

PRIVATE ASSET MANAGEMENT INC held 43,053 WELL shares at 2023-09-30 per its 13F-HR filed 2023-10-20.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 43,053 shares
    Change vs previous 13F +1,706 shares

    0.83% of the 13F portfolio, value $3,526,975.

    13F-HR 0001140361-23-049026 filed by PRIVATE ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 41,347 shares
    Change vs previous 13F -6,620 shares

    0.64% of the 13F portfolio, value $3,344,570.

    13F-HR 0001140361-23-032977 filed by PRIVATE ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 47,967 shares
    Change vs previous 13F -5,362 shares

    0.57% of the 13F portfolio, value $3,438,778.

    13F-HR 0001140361-23-016071 filed by PRIVATE ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 53,329 shares
    Change vs previous 13F -1,971 shares

    0.59% of the 13F portfolio, value $3,496,000.

    13F-HR 0001140361-23-000364 filed by PRIVATE ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F/A 55,300 shares
    Change vs previous 13F -2,169 shares

    0.63% of the 13F portfolio, value $3,557,000.

    13F-HR/A 0001140361-22-041495 filed by PRIVATE ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 57,469 shares
    Change vs previous 13F +80 shares

    0.77% of the 13F portfolio, value $4,733,000.

    13F-HR 0001567619-22-013713 filed by PRIVATE ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 57,389 shares
    Change vs previous 13F +961 shares

    0.75% of the 13F portfolio, value $5,517,000.

    13F-HR 0001567619-22-007908 filed by PRIVATE ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 56,428 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $4,840,000.

    13F-HR 0001567619-22-000057 filed by PRIVATE ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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