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Disclosery

WestEnd Advisors, LLC: WELL position timeline

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

WestEnd Advisors, LLC held 295 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 295 shares
    Change vs previous 13F -472 shares

    <0.01% of the 13F portfolio, value $66,880.

    13F-HR 0001398344-26-012446 filed by WestEnd Advisors, 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 767 shares
    Change vs previous 13F -129,864 shares

    <0.01% of the 13F portfolio, value $151,642.

    13F-HR 0001398344-26-006826 filed by WestEnd Advisors, 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 130,631 shares
    Change vs previous 13F -4,978 shares

    0.56% of the 13F portfolio, value $24,246,991.

    13F-HR 0001398344-26-001290 filed by WestEnd Advisors, 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 135,609 shares
    Change vs previous 13F -2,257 shares

    0.56% of the 13F portfolio, value $24,157,823.

    13F-HR 0001398344-25-019523 filed by WestEnd Advisors, 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 137,866 shares
    Change vs previous 13F -24,580 shares

    0.53% of the 13F portfolio, value $21,194,637.

    13F-HR 0001398344-25-013593 filed by WestEnd Advisors, 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 162,446 shares
    Change vs previous 13F -8,240 shares

    0.66% of the 13F portfolio, value $24,888,305.

    13F-HR 0001398344-25-007692 filed by WestEnd Advisors, 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 170,686 shares
    Change vs previous 13F -6,105 shares

    0.55% of the 13F portfolio, value $21,511,554.

    13F-HR 0001398344-25-001236 filed by WestEnd Advisors, 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 176,791 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $22,634,577.

    13F-HR 0001398344-24-019439 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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