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Retirement Management Systems Inc.: WELL position timeline

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

Retirement Management Systems Inc. held 20,729 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,729 shares
    Change vs previous 13F +2,524 shares

    0.96% of the 13F portfolio, value $4,704,830.

    13F-HR 0002085853-26-000787 filed by Retirement Management Systems Inc.
    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 18,205 shares
    Change vs previous 13F -8,097 shares

    0.87% of the 13F portfolio, value $3,599,377.

    13F-HR 0002085853-26-000372 filed by Retirement Management Systems Inc.
    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 26,302 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $4,881,953.

    13F-HR 0002085853-26-000261 filed by Retirement Management Systems Inc.
    Filed (acceptance time not in the bulk data set), ingested

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