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CARY STREET PARTNERS ASSET MANAGEMENT LLC: WELL position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 3,285 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,285 shares
    Change vs previous 13F -105 shares

    0.01% of the 13F portfolio, value $745,596.

    13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 875 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,410 shares

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

  2. period ended2026-03-31
    13F 3,390 shares
    Change vs previous 13F +166 shares

    0.02% of the 13F portfolio, value $670,238.

    13F-HR 0001766904-26-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 885 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,505 shares

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

  3. period ended2025-12-31
    13F 3,224 shares
    Change vs previous 13F -31 shares

    0.01% of the 13F portfolio, value $598,407.

    13F-HR 0001766904-26-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 873 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,351 shares

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

  4. period ended2025-09-30
    13F 3,255 shares
    Change vs previous 13F +859 shares

    0.01% of the 13F portfolio, value $579,846.

    13F-HR 0001766904-25-000006 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,120 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,135 shares

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

  5. period ended2025-06-30
    13F 2,396 shares
    Change vs previous 13F +104 shares

    0.01% of the 13F portfolio, value $368,338.

    13F-HR 0001766904-25-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 518 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,878 shares

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

  6. period ended2025-03-31
    13F 2,292 shares
    Change vs previous 13F -797 shares

    0.01% of the 13F portfolio, value $351,157.

    13F-HR 0001766904-25-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 511 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,781 shares

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

  7. period ended2024-12-31
    13F 3,089 shares
    Change vs previous 13F -186 shares

    0.01% of the 13F portfolio, value $389,306.

    13F-HR 0001766904-25-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,339 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,750 shares

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

  8. period ended2024-09-30
    13F 3,275 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $419,298.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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