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Disclosery

Stiles Financial Services Inc: WELL position timeline

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

Stiles Financial Services Inc held 7,033 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 7,033 shares
    Change vs previous 13F -23 shares

    0.4% of the 13F portfolio, value $1,596,185.

    13F-HR 0001904832-26-000003 filed by Stiles Financial Services Inc
    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 7,056 shares
    Change vs previous 13F -184 shares

    0.43% of the 13F portfolio, value $1,395,039.

    13F-HR 0001904832-26-000001 filed by Stiles Financial Services Inc
    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 7,240 shares
    Change vs previous 13F +11 shares

    0.41% of the 13F portfolio, value $1,343,808.

    13F-HR 0002085853-26-000188 filed by Stiles Financial Services Inc
    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 7,229 shares
    Change vs previous 13F -306 shares

    0.41% of the 13F portfolio, value $1,287,742.

    13F-HR 0002085853-25-000199 filed by Stiles Financial Services Inc
    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 7,535 shares
    Change vs previous 13F +52 shares

    0.4% of the 13F portfolio, value $1,158,621.

    13F-HR 0001667731-25-000944 filed by Stiles Financial Services Inc
    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 7,483 shares
    Change vs previous 13F -124 shares

    0.44% of the 13F portfolio, value $1,146,799.

    13F-HR 0001667731-25-000481 filed by Stiles Financial Services Inc
    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 7,607 shares
    Change vs previous 13F +18 shares

    0.35% of the 13F portfolio, value $958,995.

    13F-HR 0001667731-25-000147 filed by Stiles Financial Services Inc
    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 7,589 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $971,869.

    13F-HR 0001904832-24-000004 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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