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Disclosery

Rehmann Capital Advisory Group: WELL position timeline

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

Rehmann Capital Advisory Group held 3,681 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,681 shares
    Change vs previous 13F +39 shares

    0.04% of the 13F portfolio, value $835,619.

    13F-HR 0001633037-26-000003 filed by Rehmann Capital Advisory Group
    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 3,642 shares
    Change vs previous 13F -470 shares

    0.04% of the 13F portfolio, value $720,175.

    13F-HR 0001633037-26-000002 filed by Rehmann Capital Advisory Group
    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 4,112 shares
    Change vs previous 13F +640 shares

    0.04% of the 13F portfolio, value $763,306.

    13F-HR 0001633037-26-000001 filed by Rehmann Capital Advisory Group
    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 3,472 shares
    Change vs previous 13F +829 shares

    0.03% of the 13F portfolio, value $618,549.

    13F-HR 0001633037-25-000005 filed by Rehmann Capital Advisory Group
    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 2,643 shares
    Change vs previous 13F +146 shares

    0.02% of the 13F portfolio, value $406,329.

    13F-HR 0001633037-25-000004 filed by Rehmann Capital Advisory Group
    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 2,497 shares
    Change vs previous 13F +111 shares

    0.02% of the 13F portfolio, value $382,566.

    13F-HR 0001633037-25-000003 filed by Rehmann Capital Advisory Group
    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 2,386 shares
    Change vs previous 13F -30 shares

    0.02% of the 13F portfolio, value $300,819.

    13F-HR 0001633037-25-000001 filed by Rehmann Capital Advisory Group
    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 2,416 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $309,416.

    13F-HR 0001633037-24-000005 filed by Rehmann Capital Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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