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V-Square Quantitative Management LLC: WELL position timeline

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

V-Square Quantitative Management LLC held 21,261 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,261 shares
    Change vs previous 13F +2,386 shares

    0.46% of the 13F portfolio, value $4,825,609.

    13F-HR 0001943239-26-000006 filed by V-Square Quantitative Management 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 18,875 shares
    Change vs previous 13F +793 shares

    0.39% of the 13F portfolio, value $3,731,776.

    13F-HR 0001943239-26-000003 filed by V-Square Quantitative Management 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 18,082 shares
    Change vs previous 13F -1,678 shares

    0.35% of the 13F portfolio, value $3,356,200.

    13F-HR 0001943239-26-000002 filed by V-Square Quantitative Management 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 19,760 shares
    Change vs previous 13F +784 shares

    0.59% of the 13F portfolio, value $3,520,046.

    13F-HR 0001943239-25-000009 filed by V-Square Quantitative Management 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 18,976 shares
    Change vs previous 13F -636 shares

    0.39% of the 13F portfolio, value $2,917,180.

    13F-HR 0001943239-25-000004 filed by V-Square Quantitative Management 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 19,612 shares
    Change vs previous 13F +753 shares

    0.44% of the 13F portfolio, value $3,004,755.

    13F-HR 0001943239-25-000003 filed by V-Square Quantitative Management LLC
    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 18,859 shares
    Change vs previous 13F +1,639 shares

    0.34% of the 13F portfolio, value $2,376,800.

    13F-HR 0001943239-25-000001 filed by V-Square Quantitative Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 17,220 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,204,677.

    13F-HR 0001943239-24-000011 filed by V-Square Quantitative Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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