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Truvestments Capital LLC: WELL position timeline

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

Truvestments Capital LLC held 227 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 227 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $51,431.

    13F-HR 0001750405-26-000005 filed by Truvestments 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 226 shares
    Change vs previous 13F -24 shares

    0.01% of the 13F portfolio, value $44,650.

    13F-HR 0001750405-26-000004 filed by Truvestments 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 250 shares
    Change vs previous 13F -28 shares

    0.01% of the 13F portfolio, value $46,396.

    13F-HR 0001750405-26-000002 filed by Truvestments Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 278 shares
    Change vs previous 13F +33 shares

    0.01% of the 13F portfolio, value $49,533.

    13F-HR 0001750405-25-000009 filed by Truvestments 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 245 shares
    Change vs previous 13F -26 shares

    0.01% of the 13F portfolio, value $37,659.

    13F-HR 0001750405-25-000005 filed by Truvestments 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 271 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $41,499.

    13F-HR 0001750405-25-000004 filed by Truvestments Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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