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ENVESTNET ASSET MANAGEMENT INC: WELL position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 936,157 WELL shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 936,157 shares
    Change vs previous 13F +80,464 shares

    0.05% of the 13F portfolio, value $212,478,030.

    13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
    Accepted , ingested

    • ENVESTNET ASSET MANAGEMENT INC: 916,367 shares
    • Envestnet Portfolio Solutions, Inc.: 19,790 shares
  2. period ended2026-03-31
    13F 855,693 shares
    Change vs previous 13F +148,727 shares

    0.04% of the 13F portfolio, value $169,179,098.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 837,279 shares
    • Envestnet Portfolio Solutions, Inc.: 18,414 shares

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

  3. period ended2025-12-31
    13F 706,966 shares
    Change vs previous 13F +195,104 shares

    0.04% of the 13F portfolio, value $131,220,098.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 680,683 shares
    • Envestnet Portfolio Solutions, Inc.: 26,283 shares

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

  4. period ended2025-09-30
    13F 511,862 shares
    Change vs previous 13F +704 shares

    0.02% of the 13F portfolio, value $91,183,025.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 498,016 shares
    • Envestnet Portfolio Solutions, Inc.: 13,846 shares

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

  5. period ended2025-06-30
    13F 511,158 shares
    Change vs previous 13F +41,658 shares

    0.02% of the 13F portfolio, value $78,580,253.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 496,073 shares
    • Envestnet Portfolio Solutions, Inc.: 15,085 shares

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

  6. period ended2025-03-31
    13F 469,500 shares
    Change vs previous 13F -5,890 shares

    0.02% of the 13F portfolio, value $71,932,129.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 458,734 shares
    • Envestnet Portfolio Solutions, Inc.: 10,766 shares

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

  7. period ended2024-12-31
    13F 475,390 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $59,913,321.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 458,454 shares
    • Envestnet Portfolio Solutions, Inc.: 16,936 shares

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