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Disclosery

SMITH, MOORE & CO.: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMITH, MOORE & CO. on WELL, newest first. How the timeline and the estimate are built.

SMITH, MOORE & CO. held 2,313 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,313 shares
    Change vs previous 13F +243 shares

    0.03% of the 13F portfolio, value $524,916.

    13F-HR 0000200724-26-000004 filed by SMITH, MOORE & CO.
    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 2,070 shares
    Change vs previous 13F +195 shares

    0.03% of the 13F portfolio, value $409,247.

    13F-HR 0000200724-26-000003 filed by SMITH, MOORE & CO.
    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 1,875 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $347,956.

    13F-HR 0000200724-26-000001 filed by SMITH, MOORE & CO.
    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 1,872 shares
    Change vs previous 13F +414 shares

    0.03% of the 13F portfolio, value $333,536.

    13F-HR 0000200724-25-000007 filed by SMITH, MOORE & CO.
    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 1,458 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $224,123.

    13F-HR 0000200724-25-000006 filed by SMITH, MOORE & CO.
    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 1,455 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $222,985.

    13F-HR 0000200724-25-000005 filed by SMITH, MOORE & CO.
    Filed (acceptance time not in the bulk data set), ingested

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