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Disclosery

XPONANCE LLC: WELL position timeline

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

XPONANCE LLC held 134,538 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,538 shares
    Change vs previous 13F +3,844 shares

    0.19% of the 13F portfolio, value $30,536,090.

    13F-HR 0001172661-26-003213 filed by XPONANCE 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 130,694 shares
    Change vs previous 13F +19,336 shares

    0.18% of the 13F portfolio, value $25,839,511.

    13F-HR 0001172661-26-001769 filed by XPONANCE 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 111,358 shares
    Change vs previous 13F +7,856 shares

    0.16% of the 13F portfolio, value $20,669,158.

    13F-HR 0001172661-26-000638 filed by XPONANCE 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 103,502 shares
    Change vs previous 13F -3,336 shares

    0.15% of the 13F portfolio, value $18,437,846.

    13F-HR 0001637541-25-000003 filed by XPONANCE 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 106,838 shares
    Change vs previous 13F +11,975 shares

    0.14% of the 13F portfolio, value $16,424,206.

    13F-HR 0001085146-25-005124 filed by XPONANCE 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 94,863 shares
    Change vs previous 13F +4,776 shares

    0.14% of the 13F portfolio, value $14,533,960.

    13F-HR 0001085146-25-002511 filed by XPONANCE 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 90,087 shares
    Change vs previous 13F +6,946 shares

    0.1% of the 13F portfolio, value $11,353,665.

    13F-HR 0001085146-25-000963 filed by XPONANCE 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 83,141 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,644,542.

    13F-HR 0001085146-24-005499 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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