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STABLEFORD CAPITAL II LLC: WELL position timeline

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

STABLEFORD CAPITAL II LLC held 5,126 WELL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,126 shares
    Change vs previous 13F -146 shares

    0.41% of the 13F portfolio, value $1,180,210.

    13F-HR 0001842089-26-000004 filed by STABLEFORD CAPITAL II LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,272 shares
    Change vs previous 13F -105 shares

    0.41% of the 13F portfolio, value $1,196,586.

    13F-HR 0001842089-26-000003 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,377 shares
    Change vs previous 13F -17 shares

    0.39% of the 13F portfolio, value $1,063,087.

    13F-HR 0001842089-26-000002 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,394 shares
    Change vs previous 13F -255 shares

    0.36% of the 13F portfolio, value $1,001,180.

    13F-HR 0001842089-26-000001 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,649 shares
    Change vs previous 13F +9 shares

    0.36% of the 13F portfolio, value $1,006,313.

    13F-HR 0001842089-25-000002 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,640 shares
    Change vs previous 13F -85 shares

    0.34% of the 13F portfolio, value $911,198.

    13F-HR 0001754960-25-000486 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,725 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $843,121.

    13F-HR 0001754960-25-000229 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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