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Disclosery

Brookstone Capital Management: WELL position timeline

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

Brookstone Capital Management held 59,171 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,171 shares
    Change vs previous 13F -8,581 shares

    0.13% of the 13F portfolio, value $13,430,046.

    13F-HR 0001062993-26-003671 filed by Brookstone Capital Management
    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 67,752 shares
    Change vs previous 13F +15,575 shares

    0.15% of the 13F portfolio, value $13,395,331.

    13F-HR 0001062993-26-002020 filed by Brookstone Capital Management
    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 52,177 shares
    Change vs previous 13F +6,818 shares

    0.11% of the 13F portfolio, value $9,684,514.

    13F-HR 0001062993-26-000271 filed by Brookstone Capital Management
    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 45,359 shares
    Change vs previous 13F +37,635 shares

    0.1% of the 13F portfolio, value $8,080,240.

    13F-HR 0001062993-25-016087 filed by Brookstone Capital Management
    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 7,724 shares
    Change vs previous 13F +545 shares

    0.02% of the 13F portfolio, value $1,187,457.

    13F-HR 0001062993-25-013278 filed by Brookstone Capital Management
    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 7,179 shares
    Change vs previous 13F +2,172 shares

    0.02% of the 13F portfolio, value $1,099,885.

    13F-HR 0001062993-25-008149 filed by Brookstone Capital Management
    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 5,007 shares
    Change vs previous 13F -3,495 shares

    0.01% of the 13F portfolio, value $631,066.

    13F-HR 0001062993-25-000693 filed by Brookstone Capital Management
    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 8,502 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,088,566.

    13F-HR 0001062993-24-017468 filed by Brookstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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