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Disclosery

Venture Visionary Partners LLC: WELL position timeline

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

Venture Visionary Partners LLC held 85,760 WELL shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 85,760 shares
    Change vs previous 13F +9,344 shares

    0.52% of the 13F portfolio, value $19,745,501.

    13F-HR 0001172661-26-004423 filed by Venture Visionary Partners LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 76,416 shares
    Change vs previous 13F -92 shares

    0.48% of the 13F portfolio, value $17,344,532.

    13F-HR 0001172661-26-002806 filed by Venture Visionary Partners 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 76,508 shares
    Change vs previous 13F +2,364 shares

    0.5% of the 13F portfolio, value $15,126,554.

    13F-HR 0001172661-26-001979 filed by Venture Visionary Partners 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 74,144 shares
    Change vs previous 13F -3,461 shares

    0.47% of the 13F portfolio, value $14,328,238.

    13F-HR 0001172661-26-000759 filed by Venture Visionary Partners 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 77,605 shares
    Change vs previous 13F -2,967 shares

    0.48% of the 13F portfolio, value $13,824,654.

    13F-HR 0001172661-25-004163 filed by Venture Visionary Partners 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 80,572 shares
    Change vs previous 13F -5,041 shares

    0.47% of the 13F portfolio, value $12,386,394.

    13F-HR 0001172661-25-002642 filed by Venture Visionary Partners 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 85,613 shares
    Change vs previous 13F +3,242 shares

    0.55% of the 13F portfolio, value $13,116,835.

    13F-HR 0001172661-25-001797 filed by Venture Visionary Partners 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/A 82,371 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $10,381,335.

    13F-HR/A 0001172661-25-002582 filed by Venture Visionary Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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