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Vestmark Advisory Solutions, Inc.: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on WELL, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 61,077 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,077 shares
    Change vs previous 13F -836 shares

    0.13% of the 13F portfolio, value $13,862,577.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, 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 61,913 shares
    Change vs previous 13F +25,306 shares

    0.14% of the 13F portfolio, value $12,241,178.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, 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 36,607 shares
    Change vs previous 13F +3,406 shares

    0.09% of the 13F portfolio, value $6,794,565.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, 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 33,201 shares
    Change vs previous 13F -10,539 shares

    0.11% of the 13F portfolio, value $5,914,367.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, 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 43,740 shares
    Change vs previous 13F +25,118 shares

    0.1% of the 13F portfolio, value $6,724,150.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, 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 18,622 shares
    Change vs previous 13F +4,205 shares

    0.07% of the 13F portfolio, value $2,853,076.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, 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 14,417 shares
    Change vs previous 13F +7,872 shares

    0.06% of the 13F portfolio, value $1,816,975.

    13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, Inc.
    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 6,545 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $837,956.

    13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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