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Disclosery

Chevy Chase Trust Holdings, LLC: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chevy Chase Trust Holdings, LLC on WELL, newest first. How the timeline and the estimate are built.

Chevy Chase Trust Holdings, LLC held 343,188 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 343,188 shares
    Change vs previous 13F -2,841 shares

    0.2% of the 13F portfolio, value $77,893,381.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, LLC
    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 346,029 shares
    Change vs previous 13F -4,245 shares

    0.2% of the 13F portfolio, value $68,413,394.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, LLC
    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 350,274 shares
    Change vs previous 13F +6,680 shares

    0.18% of the 13F portfolio, value $65,014,356.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, LLC
    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 343,594 shares
    Change vs previous 13F +13,780 shares

    0.17% of the 13F portfolio, value $61,207,835.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, LLC
    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 329,814 shares
    Change vs previous 13F +8,295 shares

    0.15% of the 13F portfolio, value $50,702,306.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, LLC
    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 321,519 shares
    Change vs previous 13F +8,807 shares

    0.16% of the 13F portfolio, value $49,259,926.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, LLC
    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 312,712 shares
    Change vs previous 13F -108 shares

    0.12% of the 13F portfolio, value $39,411,094.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, LLC
    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 312,820 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $40,050,345.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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