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Disclosery

BENJAMIN EDWARDS INC: WELL position timeline

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

BENJAMIN EDWARDS INC held 24,629 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,629 shares
    Change vs previous 13F +5,455 shares

    0.05% of the 13F portfolio, value $5,591,142.

    13F-HR 0001451623-26-000004 filed by BENJAMIN EDWARDS 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 19,174 shares
    Change vs previous 13F -548 shares

    0.04% of the 13F portfolio, value $3,792,074.

    13F-HR 0001451623-26-000003 filed by BENJAMIN EDWARDS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 19,722 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,529,420.

    13F-HR 0001445065-24-000019 filed by BENJAMIN EDWARDS INC
    Filed (acceptance time not in the bulk data set), ingested

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