Skip to content
Disclosery

GUGGENHEIM CAPITAL LLC: WELL position timeline

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

GUGGENHEIM CAPITAL LLC held 190,768 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 190,768 shares
    Change vs previous 13F +9,923 shares

    0.28% of the 13F portfolio, value $43,298,613.

    13F-HR 0001283072-26-000004 filed by GUGGENHEIM CAPITAL 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 180,845 shares
    Change vs previous 13F +14,430 shares

    0.28% of the 13F portfolio, value $35,754,865.

    13F-HR 0001283072-26-000003 filed by GUGGENHEIM CAPITAL 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 166,415 shares
    Change vs previous 13F +7,626 shares

    0.23% of the 13F portfolio, value $30,888,288.

    13F-HR 0001283072-26-000002 filed by GUGGENHEIM CAPITAL 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 158,789 shares
    Change vs previous 13F +27,673 shares

    0.21% of the 13F portfolio, value $28,286,673.

    13F-HR 0001283072-25-000005 filed by GUGGENHEIM CAPITAL 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 131,116 shares
    Change vs previous 13F +24,516 shares

    0.16% of the 13F portfolio, value $20,156,463.

    13F-HR 0001283072-25-000004 filed by GUGGENHEIM CAPITAL 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 106,600 shares
    Change vs previous 13F +44,293 shares

    0.15% of the 13F portfolio, value $16,332,186.

    13F-HR 0001283072-25-000002 filed by GUGGENHEIM CAPITAL 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 62,307 shares
    Change vs previous 13F -120,691 shares

    0.06% of the 13F portfolio, value $7,852,551.

    13F-HR 0001283072-25-000001 filed by GUGGENHEIM CAPITAL 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 182,998 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $23,429,234.

    13F-HR 0001283072-24-000007 filed by GUGGENHEIM CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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