Skip to content
Disclosery

ROMANO BROTHERS AND COMPANY: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROMANO BROTHERS AND COMPANY on WELL, newest first. How the timeline and the estimate are built.

ROMANO BROTHERS AND COMPANY held 22,570 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,570 shares
    Change vs previous 13F -310 shares

    0.52% of the 13F portfolio, value $5,122,713.

    13F-HR 0001754960-26-000598 filed by ROMANO BROTHERS AND COMPANY
    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 22,880 shares
    Change vs previous 13F -180 shares

    0.51% of the 13F portfolio, value $4,523,605.

    13F-HR 0001754960-26-000305 filed by ROMANO BROTHERS AND COMPANY
    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 23,060 shares
    Change vs previous 13F -1,272 shares

    0.49% of the 13F portfolio, value $4,280,167.

    13F-HR 0001754960-26-000057 filed by ROMANO BROTHERS AND COMPANY
    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 24,332 shares
    Change vs previous 13F -180 shares

    0.5% of the 13F portfolio, value $4,334,502.

    13F-HR 0001754960-25-000698 filed by ROMANO BROTHERS AND COMPANY
    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 24,512 shares
    Change vs previous 13F -475 shares

    0.47% of the 13F portfolio, value $3,768,230.

    13F-HR 0001754960-25-000439 filed by ROMANO BROTHERS AND COMPANY
    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 24,987 shares
    Change vs previous 13F -466 shares

    0.5% of the 13F portfolio, value $3,828,258.

    13F-HR 0001754960-25-000171 filed by ROMANO BROTHERS AND COMPANY
    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 25,453 shares
    Change vs previous 13F -600 shares

    0.4% of the 13F portfolio, value $3,207,842.

    13F-HR 0001754960-25-000036 filed by ROMANO BROTHERS AND COMPANY
    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 26,053 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,335,566.

    13F-HR 0001754960-24-000529 filed by ROMANO BROTHERS AND COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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