Skip to content
Disclosery

Verde Capital Management: WELL position timeline

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

Verde Capital Management held 13,469 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,469 shares
    Change vs previous 13F -567 shares

    0.57% of the 13F portfolio, value $3,057,254.

    13F-HR 0001802891-26-000003 filed by Verde Capital Management
    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 14,036 shares
    Change vs previous 13F -1,712 shares

    0.59% of the 13F portfolio, value $2,775,063.

    13F-HR 0001802891-26-000002 filed by Verde Capital Management
    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 15,748 shares
    Change vs previous 13F -836 shares

    0.62% of the 13F portfolio, value $2,923,040.

    13F-HR 0002085853-26-000212 filed by Verde Capital Management
    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 16,584 shares
    Change vs previous 13F +89 shares

    0.65% of the 13F portfolio, value $2,954,324.

    13F-HR 0002085853-25-000259 filed by Verde Capital Management
    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 16,495 shares
    Change vs previous 13F +425 shares

    0.63% of the 13F portfolio, value $2,535,705.

    13F-HR 0001667731-25-000743 filed by Verde Capital Management
    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 16,070 shares
    Change vs previous 13F +187 shares

    0.7% of the 13F portfolio, value $2,462,028.

    13F-HR 0001667731-25-000385 filed by Verde Capital Management
    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 15,883 shares
    Change vs previous 13F +684 shares

    0.56% of the 13F portfolio, value $2,001,706.

    13F-HR 0001667731-25-000053 filed by Verde Capital Management
    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 15,199 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,945,877.

    13F-HR 0001802891-24-000007 filed by Verde Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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