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Disclosery

Baird Financial Group, Inc.: WELL position timeline

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

Baird Financial Group, Inc. held 10,165 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,165 shares
    Change vs previous 13F +401 shares

    <0.01% of the 13F portfolio, value $2,307,150.

    13F-HR 0001648711-26-000006 filed by Baird Financial Group, Inc.
    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 9,764 shares
    Change vs previous 13F -47 shares

    <0.01% of the 13F portfolio, value $1,930,641.

    13F-HR 0001648711-26-000004 filed by Baird Financial Group, Inc.
    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 9,811 shares
    Change vs previous 13F -720 shares

    <0.01% of the 13F portfolio, value $1,821,020.

    13F-HR 0001648711-26-000002 filed by Baird Financial Group, Inc.
    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 10,531 shares
    Change vs previous 13F -340 shares

    <0.01% of the 13F portfolio, value $1,875,993.

    13F-HR 0001648711-25-000026 filed by Baird Financial Group, Inc.
    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 10,871 shares
    Change vs previous 13F +735 shares

    <0.01% of the 13F portfolio, value $1,671,199.

    13F-HR 0001083831-25-000011 filed by Baird Financial Group, Inc.
    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 10,136 shares
    Change vs previous 13F -1,778 shares

    <0.01% of the 13F portfolio, value $1,552,937.

    13F-HR 0001648711-25-000019 filed by Baird Financial Group, Inc.
    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 11,914 shares
    Change vs previous 13F +784 shares

    <0.01% of the 13F portfolio, value $1,501,521.

    13F-HR 0001648711-25-000009 filed by Baird Financial Group, Inc.
    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 11,130 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,424,974.

    13F-HR 0001728280-24-000014 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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