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Disclosery

Wambolt & Associates, LLC: WELL position timeline

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

Wambolt & Associates, LLC held 12,156 WELL shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 12,156 shares
    Change vs previous 13F -1,126 shares

    0.62% of the 13F portfolio, value $1,842,880.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 13,282 shares
    Change vs previous 13F -383 shares

    0.7% of the 13F portfolio, value $2,047,471.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 13,665 shares
    Change vs previous 13F -2,950 shares

    0.55% of the 13F portfolio, value $1,722,252.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 16,615 shares
    Change vs previous 13F +441 shares

    0.58% of the 13F portfolio, value $2,119,718.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 16,174 shares
    Change vs previous 13F +817 shares

    0.49% of the 13F portfolio, value $1,682,051.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 15,357 shares
    Change vs previous 13F +2,655 shares

    0.42% of the 13F portfolio, value $1,412,682.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 12,702 shares
    Change vs previous 13F +800 shares

    0.37% of the 13F portfolio, value $1,145,363.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 11,902 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $972,720.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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