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Disclosery

SPINNAKER TRUST: WELL position timeline

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

SPINNAKER TRUST held 21,000 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,000 shares
    Change vs previous 13F -380 shares

    0.23% of the 13F portfolio, value $4,766,370.

    13F-HR 0001158970-26-000003 filed by SPINNAKER TRUST
    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 21,380 shares
    Change vs previous 13F -820 shares

    0.23% of the 13F portfolio, value $4,227,040.

    13F-HR 0001158970-26-000002 filed by SPINNAKER TRUST
    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 22,200 shares
    Change vs previous 13F -300 shares

    0.22% of the 13F portfolio, value $4,120,542.

    13F-HR 0001158970-26-000001 filed by SPINNAKER TRUST
    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 22,500 shares
    Change vs previous 13F -3,332 shares

    0.22% of the 13F portfolio, value $4,008,150.

    13F-HR 0001158970-25-000008 filed by SPINNAKER TRUST
    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 25,832 shares
    Change vs previous 13F +8 shares

    0.24% of the 13F portfolio, value $3,971,153.

    13F-HR 0001158970-25-000005 filed by SPINNAKER TRUST
    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 25,824 shares
    Change vs previous 13F -5,351 shares

    0.26% of the 13F portfolio, value $3,956,495.

    13F-HR 0001158970-25-000004 filed by SPINNAKER TRUST
    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 31,175 shares
    Change vs previous 13F -1,531 shares

    0.25% of the 13F portfolio, value $3,928,986.

    13F-HR 0001158970-25-000001 filed by SPINNAKER TRUST
    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 32,706 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,187,349.

    13F-HR 0001158970-24-000005 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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