Williams Jones & Associates LLC: WELL position timeline

Williams Jones & Associates LLC held 27,575 WELL shares at 2019-06-30 per its 13F-HR filed 2019-08-14.

the latest 13F is the newest step

1. period ended2019-06-30

   13F 27,575 shares

   Change vs previous 13F +3,130 shares

   0.05% of the 13F portfolio, value $2,248,000.

   13F-HR 0001104659-19-045786 filed by Williams Jones & Associates LLC
   Filed 2019-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:43 UTC

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

2. period ended2019-03-31

   13F 24,445 shares

   Change vs previous 13F -624 shares

   0.04% of the 13F portfolio, value $1,897,000.

   13F-HR 0001104659-19-029128 filed by Williams Jones & Associates LLC
   Filed 2019-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC

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

3. period ended2018-12-31

   13F 25,069 shares

   Change vs previous 13F -2,460 shares

   0.05% of the 13F portfolio, value $1,740,000.

   13F-HR 0001104659-19-008445 filed by Williams Jones & Associates LLC
   Filed 2019-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:02:51 UTC

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

4. period ended2018-09-30

   13F 27,529 shares

   Change vs previous 13F -50,200 shares

   0.04% of the 13F portfolio, value $1,771,000.

   13F-HR 0001104659-18-068252 filed by Williams Jones & Associates LLC
   Filed 2018-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:03:47 UTC

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

5. period ended2018-06-30

   13F 77,729 shares

   Change vs previous 13F -8,211 shares

   0.11% of the 13F portfolio, value $4,873,000.

   13F-HR 0001104659-18-051756 filed by Williams Jones & Associates LLC
   Filed 2018-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:04:44 UTC

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

6. period ended2018-03-31

   13F 85,940 shares

   Change vs previous 13F -32,140 shares

   0.11% of the 13F portfolio, value $4,678,000.

   13F-HR 0001104659-18-033307 filed by Williams Jones & Associates LLC
   Filed 2018-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:05:42 UTC

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

7. period ended2017-12-31

   13F 118,080 shares

   Change vs previous 13F -26,025 shares

   0.17% of the 13F portfolio, value $7,530,000.

   13F-HR 0001104659-18-009368 filed by Williams Jones & Associates LLC
   Filed 2018-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC

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

8. period ended2017-09-30

   13F 144,105 shares

   Change vs previous 13F not available

   0.25% of the 13F portfolio, value $10,128,000.

   13F-HR 0001104659-17-068370 filed by Williams Jones & Associates LLC
   Filed 2017-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:07:28 UTC

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