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Disclosery

Wedmont Private Capital: WELL position timeline

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

Wedmont Private Capital held 10,724 WELL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,724 shares
    Change vs previous 13F +793 shares

    0.06% of the 13F portfolio, value $2,391,919.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,931 shares
    Change vs previous 13F +407 shares

    0.06% of the 13F portfolio, value $2,299,897.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,524 shares
    Change vs previous 13F +245 shares

    0.06% of the 13F portfolio, value $1,949,490.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,279 shares
    Change vs previous 13F +57 shares

    0.06% of the 13F portfolio, value $1,722,716.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,222 shares
    Change vs previous 13F +516 shares

    0.06% of the 13F portfolio, value $1,595,442.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,706 shares
    Change vs previous 13F +327 shares

    0.06% of the 13F portfolio, value $1,325,453.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,379 shares
    Change vs previous 13F +1,158 shares

    0.06% of the 13F portfolio, value $1,195,494.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,221 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $901,043.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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