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Disclosery

Samalin Investment Counsel, LLC: WELL position timeline

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

Samalin Investment Counsel, LLC held 1,101 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,101 shares
    Change vs previous 13F +3 shares

    0.08% of the 13F portfolio, value $249,990.

    13F-HR 0002085853-26-000877 filed by Samalin Investment Counsel, 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 1,098 shares
    Change vs previous 13F -102 shares

    0.08% of the 13F portfolio, value $217,019.

    13F-HR 0002085853-26-000457 filed by Samalin Investment Counsel, 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 1,200 shares
    Change vs previous 13F -40 shares

    0.08% of the 13F portfolio, value $222,684.

    13F-HR 0002085853-26-000149 filed by Samalin Investment Counsel, 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 1,240 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $220,935.

    13F-HR 0002085853-25-000190 filed by Samalin Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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