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Disclosery

Atlantic Union Bankshares Corp: WELL position timeline

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

Atlantic Union Bankshares Corp held 35,400 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,400 shares
    Change vs previous 13F +2,703 shares

    0.13% of the 13F portfolio, value $8,034,738.

    13F-HR 0001104659-26-093928 filed by Atlantic Union Bankshares Corp
    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 32,697 shares
    Change vs previous 13F +7,580 shares

    0.12% of the 13F portfolio, value $6,464,524.

    13F-HR 0001104659-26-059434 filed by Atlantic Union Bankshares Corp
    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 25,117 shares
    Change vs previous 13F +25 shares

    0.09% of the 13F portfolio, value $4,661,967.

    13F-HR 0001104659-26-010283 filed by Atlantic Union Bankshares Corp
    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 25,092 shares
    Change vs previous 13F +257 shares

    0.08% of the 13F portfolio, value $4,469,888.

    13F-HR 0001104659-25-106156 filed by Atlantic Union Bankshares Corp
    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 24,835 shares
    Change vs previous 13F +16,676 shares

    0.09% of the 13F portfolio, value $3,817,886.

    13F-HR 0001104659-25-074455 filed by Atlantic Union Bankshares Corp
    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 8,159 shares
    Change vs previous 13F +159 shares

    0.08% of the 13F portfolio, value $1,250,040.

    13F-HR 0001104659-25-044480 filed by Atlantic Union Bankshares Corp
    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 8,000 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,008,240.

    13F-HR 0001104659-25-010353 filed by Atlantic Union Bankshares Corp
    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 8,000 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,024,240.

    13F-HR 0001104659-24-118728 filed by Atlantic Union Bankshares Corp
    Filed (acceptance time not in the bulk data set), ingested

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