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Disclosery

Wahed Invest LLC: WELL position timeline

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

Wahed Invest LLC held 16,826 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 16,826 shares
    Change vs previous 13F -517 shares

    0.4% of the 13F portfolio, value $3,818,997.

    13F-HR 0001763146-26-000003 filed by Wahed Invest 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 17,343 shares
    Change vs previous 13F -768 shares

    0.45% of the 13F portfolio, value $3,428,885.

    13F-HR 0001763146-26-000002 filed by Wahed Invest 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 18,111 shares
    Change vs previous 13F -195 shares

    0.44% of the 13F portfolio, value $3,361,583.

    13F-HR 0001763146-26-000001 filed by Wahed Invest 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 18,306 shares
    Change vs previous 13F +495 shares

    0.45% of the 13F portfolio, value $3,261,031.

    13F-HR 0001763146-25-000006 filed by Wahed Invest 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 17,811 shares
    Change vs previous 13F +1,809 shares

    0.42% of the 13F portfolio, value $2,738,085.

    13F-HR 0001763146-25-000004 filed by Wahed Invest 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 16,002 shares
    Change vs previous 13F +414 shares

    0.42% of the 13F portfolio, value $2,451,666.

    13F-HR 0001763146-25-000003 filed by Wahed Invest 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 15,588 shares
    Change vs previous 13F +945 shares

    0.33% of the 13F portfolio, value $1,964,556.

    13F-HR 0001493152-25-006912 filed by Wahed Invest 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 14,643 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,874,743.

    13F-HR 0001493152-24-045827 filed by Wahed Invest LLC
    Filed (acceptance time not in the bulk data set), ingested

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