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Disclosery

Vise Technologies, Inc.: WELL position timeline

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

Vise Technologies, Inc. held 78,142 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 78,142 shares
    Change vs previous 13F +35,252 shares

    0.2% of the 13F portfolio, value $17,735,856.

    13F-HR 0001812090-26-000004 filed by Vise Technologies, 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 42,890 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $7,960,882.

    13F-HR 0001812090-26-000002 filed by Vise Technologies, 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 42,890 shares
    Change vs previous 13F +9,198 shares

    0.16% of the 13F portfolio, value $7,960,882.

    13F-HR 0001812090-26-000001 filed by Vise Technologies, 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 33,692 shares
    Change vs previous 13F +526 shares

    0.22% of the 13F portfolio, value $6,001,880.

    13F-HR 0001812090-25-000005 filed by Vise Technologies, 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 33,166 shares
    Change vs previous 13F +22,523 shares

    0.21% of the 13F portfolio, value $5,098,666.

    13F-HR 0001085146-25-004681 filed by Vise Technologies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 10,643 shares
    Change vs previous 13F +7,877 shares

    0.11% of the 13F portfolio, value $1,341,337.

    13F-HR 0001085146-25-001744 filed by Vise Technologies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,766 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $354,131.

    13F-HR 0001085146-24-005666 filed by Vise Technologies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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