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Colonial Trust Advisors: WELL position timeline

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

Colonial Trust Advisors held 2,529 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,529 shares
    Change vs previous 13F -2 shares

    0.03% of the 13F portfolio, value $574,007.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,892 shares
    • Colonial Trust Co / SC: 637 shares

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

  2. period ended2026-03-31
    13F 2,531 shares
    Change vs previous 13F +201 shares

    0.02% of the 13F portfolio, value $500,404.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,892 shares
    • Colonial Trust Co / SC: 639 shares

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

  3. period ended2025-12-31
    13F 2,330 shares
    Change vs previous 13F -227 shares

    0.02% of the 13F portfolio, value $432,471.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,392 shares
    • Colonial Trust Co / SC: 938 shares

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

  4. period ended2025-09-30
    13F 2,557 shares
    Change vs previous 13F -257 shares

    0.02% of the 13F portfolio, value $455,504.

    13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,392 shares
    • Colonial Trust Co / SC: 1,165 shares

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

  5. period ended2025-06-30
    13F 2,814 shares
    Change vs previous 13F -24 shares

    0.02% of the 13F portfolio, value $432,596.

    13F-HR 0001398344-25-015189 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,692 shares
    • Colonial Trust Co / SC: 1,122 shares

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

  6. period ended2025-03-31
    13F 2,838 shares
    Change vs previous 13F -106 shares

    0.02% of the 13F portfolio, value $434,810.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,692 shares
    • Colonial Trust Co / SC: 1,146 shares

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

  7. period ended2024-12-31
    13F 2,944 shares
    Change vs previous 13F +43 shares

    0.02% of the 13F portfolio, value $371,033.

    13F-HR 0001398344-25-002651 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,717 shares
    • Colonial Trust Co / SC: 1,227 shares

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

  8. period ended2024-09-30
    13F 2,901 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $371,416.

    13F-HR 0001398344-24-020481 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,717 shares
    • Colonial Trust Co / SC: 1,184 shares

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