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Disclosery

Rice Partnership, LLC: WELL position timeline

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

Rice Partnership, LLC held 22,411 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,411 shares
    Change vs previous 13F +4,336 shares

    0.62% of the 13F portfolio, value $5,086,625.

    13F-HR 0001398344-26-013053 filed by Rice Partnership, LLC
    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 18,075 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,573,608.

    13F-HR 0001398344-26-008699 filed by Rice Partnership, LLC
    Filed (acceptance time not in the bulk data set), ingested

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