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Disclosery

LGT Group Foundation: WELL position timeline

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

LGT Group Foundation held 34,468 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,468 shares
    Change vs previous 13F -1,219 shares

    0.09% of the 13F portfolio, value $7,823,202.

    13F-HR 0001911278-26-000007 filed by LGT Group Foundation
    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 35,687 shares
    Change vs previous 13F -19,626 shares

    0.09% of the 13F portfolio, value $7,055,677.

    13F-HR 0001911278-26-000002 filed by LGT Group Foundation
    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 55,313 shares
    Change vs previous 13F -5,630 shares

    0.11% of the 13F portfolio, value $10,398,844.

    13F-HR 0001911278-26-000001 filed by LGT Group Foundation
    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 60,943 shares
    Change vs previous 13F -3,175 shares

    0.13% of the 13F portfolio, value $10,931,955.

    13F-HR 0001911278-25-000008 filed by LGT Group Foundation
    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 64,118 shares
    Change vs previous 13F -407 shares

    0.12% of the 13F portfolio, value $9,856,860.

    13F-HR 0001911278-25-000005 filed by LGT Group Foundation
    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 64,525 shares
    Change vs previous 13F -17,793 shares

    0.14% of the 13F portfolio, value $9,885,875.

    13F-HR 0001911284-25-000003 filed by LGT Group Foundation
    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 82,318 shares
    Change vs previous 13F -95 shares

    0.16% of the 13F portfolio, value $10,374,538.

    13F-HR 0001911278-25-000001 filed by LGT Group Foundation
    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 82,413 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $10,468,923.

    13F-HR 0001911278-24-000012 filed by LGT Group Foundation
    Filed (acceptance time not in the bulk data set), ingested

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