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WINDWARD CAPITAL MANAGEMENT CO /CA: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WINDWARD CAPITAL MANAGEMENT CO /CA on WELL, newest first. How the timeline and the estimate are built.

WINDWARD CAPITAL MANAGEMENT CO /CA held 43,385 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,385 shares
    Change vs previous 13F +321 shares

    0.75% of the 13F portfolio, value $9,847,070.

    13F-HR 0001078635-26-000001 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 43,064 shares
    Change vs previous 13F +69 shares

    0.69% of the 13F portfolio, value $8,514,180.

    13F-HR 0001172661-26-001747 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 42,995 shares
    Change vs previous 13F -2,770 shares

    0.63% of the 13F portfolio, value $7,980,342.

    13F-HR 0001172661-26-000370 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 45,765 shares
    Change vs previous 13F -304 shares

    0.65% of the 13F portfolio, value $8,152,642.

    13F-HR 0001172661-25-004498 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 46,069 shares
    Change vs previous 13F -1,200 shares

    0.6% of the 13F portfolio, value $7,082,157.

    13F-HR 0001172661-25-003076 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 47,269 shares
    Change vs previous 13F -1,603 shares

    0.62% of the 13F portfolio, value $7,241,991.

    13F-HR 0001172661-25-001771 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 48,872 shares
    Change vs previous 13F -589 shares

    0.47% of the 13F portfolio, value $6,159,295.

    13F-HR 0001172661-25-000359 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 49,461 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $6,332,528.

    13F-HR 0001172661-24-004445 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    Filed (acceptance time not in the bulk data set), ingested

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