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Disclosery

Stonebridge Financial Group, LLC: WELL position timeline

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

Stonebridge Financial Group, LLC held 3,542 WELL shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,542 shares
    Change vs previous 13F +15 shares

    0.06% of the 13F portfolio, value $815,510.

    13F-HR 0001999371-26-021857 filed by Stonebridge Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,527 shares
    Change vs previous 13F +22 shares

    0.06% of the 13F portfolio, value $800,523.

    13F-HR 0001999371-26-014273 filed by Stonebridge Financial Group, 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 3,505 shares
    Change vs previous 13F +8 shares

    0.06% of the 13F portfolio, value $692,974.

    13F-HR 0001999371-26-007873 filed by Stonebridge Financial Group, 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 3,497 shares
    Change vs previous 13F +23 shares

    0.06% of the 13F portfolio, value $649,078.

    13F-HR 0001999371-26-001274 filed by Stonebridge Financial Group, 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 3,474 shares
    Change vs previous 13F +5 shares

    0.05% of the 13F portfolio, value $618,858.

    13F-HR 0001999371-25-015688 filed by Stonebridge Financial Group, 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 3,469 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $533,289.

    13F-HR 0001999371-25-009685 filed by Stonebridge Financial Group, 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 3,457 shares
    Change vs previous 13F +5 shares

    0.06% of the 13F portfolio, value $529,647.

    13F-HR 0001999371-25-004732 filed by Stonebridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,452 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $435,056.

    13F-HR 0001999371-25-000834 filed by Stonebridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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