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Disclosery

Ascent Group, LLC: WELL position timeline

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

Ascent Group, LLC held 23,986 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,986 shares
    Change vs previous 13F +921 shares

    0.16% of the 13F portfolio, value $5,444,342.

    13F-HR 0001913231-26-000003 filed by Ascent Group, 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 23,065 shares
    Change vs previous 13F -1,016 shares

    0.16% of the 13F portfolio, value $4,560,129.

    13F-HR 0001913231-26-000002 filed by Ascent Group, 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 24,081 shares
    Change vs previous 13F +2,296 shares

    0.15% of the 13F portfolio, value $4,469,679.

    13F-HR 0001913231-26-000001 filed by Ascent Group, 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 21,785 shares
    Change vs previous 13F -256 shares

    0.14% of the 13F portfolio, value $3,880,665.

    13F-HR 0001913231-25-000006 filed by Ascent Group, 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 22,041 shares
    Change vs previous 13F -4,145 shares

    0.13% of the 13F portfolio, value $3,388,451.

    13F-HR 0001913231-25-000003 filed by Ascent Group, 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 26,186 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,011,940.

    13F-HR 0001913231-25-000002 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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