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OPPENHEIMER ASSET MANAGEMENT INC.: WELL position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 94,197 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,197 shares
    Change vs previous 13F +504 shares

    0.11% of the 13F portfolio, value $21,379,893.

    13F-HR 0001085146-26-000553 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 17,619 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 76,578 shares

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

  2. period ended2026-03-31
    13F 93,693 shares
    Change vs previous 13F +8,397 shares

    0.11% of the 13F portfolio, value $18,524,043.

    13F-HR 0001085146-26-000369 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 17,789 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 75,904 shares

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

  3. period ended2025-12-31
    13F 85,296 shares
    Change vs previous 13F -6,243 shares

    0.1% of the 13F portfolio, value $15,831,791.

    13F-HR 0001085146-26-000133 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 17,397 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 67,899 shares

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

  4. period ended2025-09-30
    13F 91,539 shares
    Change vs previous 13F -1,900 shares

    0.09% of the 13F portfolio, value $16,306,757.

    13F-HR 0001085146-25-005973 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 29,352 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 62,187 shares

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

  5. period ended2025-06-30
    13F 93,439 shares
    Change vs previous 13F +26,858 shares

    0.09% of the 13F portfolio, value $14,364,377.

    13F-HR 0001085146-25-004405 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 29,260 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 64,179 shares

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

  6. period ended2025-03-31
    13F 66,581 shares
    Change vs previous 13F +4,715 shares

    0.07% of the 13F portfolio, value $10,200,875.

    13F-HR 0001085146-25-002235 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 29,667 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 36,914 shares

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

  7. period ended2024-12-31
    13F 61,866 shares
    Change vs previous 13F -297 shares

    0.05% of the 13F portfolio, value $7,796,972.

    13F-HR 0001085146-25-000777 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 28,164 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 33,702 shares

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

  8. period ended2024-09-30
    13F 62,163 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $7,958,729.

    13F-HR 0001085146-24-005361 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 27,780 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 34,383 shares

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