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Triasima Portfolio Management inc.: WELL position timeline

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

Triasima Portfolio Management inc. held 48,359 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,359 shares
    Change vs previous 13F +3,153 shares

    1.48% of the 13F portfolio, value $10,976,042.

    13F-HR 0001938757-26-000008 filed by Triasima Portfolio Management 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 45,206 shares
    Change vs previous 13F +547 shares

    1.35% of the 13F portfolio, value $8,937,678.

    13F-HR 0001938757-26-000005 filed by Triasima Portfolio Management 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 44,659 shares
    Change vs previous 13F -1,550 shares

    1.24% of the 13F portfolio, value $8,289,156.

    13F-HR 0001938757-26-000002 filed by Triasima Portfolio Management 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 46,209 shares
    Change vs previous 13F +3,760 shares

    1.24% of the 13F portfolio, value $8,231,671.

    13F-HR 0001938757-25-000016 filed by Triasima Portfolio Management 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 42,449 shares
    Change vs previous 13F +5,341 shares

    1.19% of the 13F portfolio, value $6,525,684.

    13F-HR 0001938757-25-000009 filed by Triasima Portfolio Management 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 37,108 shares
    Change vs previous 13F +25,108 shares

    1.12% of the 13F portfolio, value $5,685,316.

    13F-HR 0001938757-25-000005 filed by Triasima Portfolio Management 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 12,000 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,512,360.

    13F-HR 0001938757-25-000002 filed by Triasima Portfolio Management inc.
    Filed (acceptance time not in the bulk data set), ingested

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