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Disclosery

STANCE CAPITAL LLC: WELL position timeline

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

STANCE CAPITAL LLC held 33 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,490.

    13F-HR 0002056334-26-000003 filed by STANCE CAPITAL 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 33 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $6,524.

    13F-HR 0002056334-26-000002 filed by STANCE CAPITAL 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 0 shares
    Change vs previous 13F -17,304 shares

    13F-HR 0002056334-26-000001 filed by STANCE CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 17,304 shares
    Change vs previous 13F +1,312 shares

    1.13% of the 13F portfolio, value $3,082,515.

    13F-HR 0002056334-25-000005 filed by STANCE CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 15,992 shares
    Change vs previous 13F +4,276 shares

    0.92% of the 13F portfolio, value $2,458,349.

    13F-HR 0002056334-25-000003 filed by STANCE CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 11,716 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $1,795,024.

    13F-HR 0002056334-25-000002 filed by STANCE CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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