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Disclosery

River Street Advisors LLC: WELL position timeline

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

River Street Advisors LLC held 4,087 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 4,087 shares
    Change vs previous 13F +14 shares

    0.27% of the 13F portfolio, value $927,627.

    13F-HR 0001964897-26-000003 filed by River Street Advisors 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 4,073 shares
    Change vs previous 13F +230 shares

    0.27% of the 13F portfolio, value $805,273.

    13F-HR 0001964897-26-000002 filed by River Street Advisors LLC
    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 3,843 shares
    Change vs previous 13F +103 shares

    0.27% of the 13F portfolio, value $713,300.

    13F-HR 0001964897-26-000001 filed by River Street Advisors LLC
    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 3,740 shares
    Change vs previous 13F +46 shares

    0.26% of the 13F portfolio, value $666,244.

    13F-HR 0001964897-25-000010 filed by River Street Advisors LLC
    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 3,694 shares
    Change vs previous 13F +190 shares

    0.24% of the 13F portfolio, value $567,879.

    13F-HR 0001964897-25-000004 filed by River Street Advisors LLC
    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 3,504 shares
    Change vs previous 13F +139 shares

    0.27% of the 13F portfolio, value $536,848.

    13F-HR 0001964897-25-000002 filed by River Street Advisors LLC
    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 3,365 shares
    Change vs previous 13F +344 shares

    0.22% of the 13F portfolio, value $424,091.

    13F-HR 0001964897-25-000001 filed by River Street Advisors LLC
    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 3,021 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $386,779.

    13F-HR 0000903783-24-000007 filed by River Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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