Skip to content
Disclosery

Windle Wealth, LLC: WELL position timeline

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

Windle Wealth, LLC held 54,154 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,154 shares
    Change vs previous 13F -68 shares

    4.94% of the 13F portfolio, value $12,291,433.

    13F-HR 0001963452-26-000004 filed by Windle Wealth, 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 54,222 shares
    Change vs previous 13F +841 shares

    4.53% of the 13F portfolio, value $10,720,290.

    13F-HR 0001963452-26-000003 filed by Windle Wealth, 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 53,381 shares
    Change vs previous 13F -2,659 shares

    4.44% of the 13F portfolio, value $9,908,096.

    13F-HR 0001963452-26-000001 filed by Windle Wealth, 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 56,040 shares
    Change vs previous 13F -1 shares

    4.47% of the 13F portfolio, value $9,983,001.

    13F-HR 0001963452-25-000003 filed by Windle Wealth, 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 56,041 shares
    Change vs previous 13F -209 shares

    4.21% of the 13F portfolio, value $8,615,210.

    13F-HR 0001085146-25-004094 filed by Windle Wealth, 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 56,250 shares
    Change vs previous 13F -8,898 shares

    4.44% of the 13F portfolio, value $8,618,002.

    13F-HR 0001085146-25-002609 filed by Windle Wealth, 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 65,148 shares
    Change vs previous 13F -4,023 shares

    4.54% of the 13F portfolio, value $8,210,617.

    13F-HR 0001085146-25-000907 filed by Windle Wealth, 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 69,171 shares
    Change vs previous 13F not available

    4.81% of the 13F portfolio, value $8,855,918.

    13F-HR 0001085146-24-005433 filed by Windle Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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