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Disclosery

Pathstone Holdings, LLC: WELL position timeline

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

Pathstone Holdings, LLC held 57,081 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,081 shares
    Change vs previous 13F +3,276 shares

    0.04% of the 13F portfolio, value $13,029,006.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 53,805 shares
    Change vs previous 13F +5,645 shares

    0.04% of the 13F portfolio, value $10,637,728.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 48,160 shares
    Change vs previous 13F +1,398 shares

    0.03% of the 13F portfolio, value $8,938,838.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 46,762 shares
    Change vs previous 13F -254 shares

    0.03% of the 13F portfolio, value $8,330,233.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 47,016 shares
    Change vs previous 13F +698 shares

    0.03% of the 13F portfolio, value $7,227,786.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 46,318 shares
    Change vs previous 13F +1,124 shares

    0.03% of the 13F portfolio, value $7,094,818.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 45,194 shares
    Change vs previous 13F +585 shares

    0.03% of the 13F portfolio, value $5,695,919.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 44,609 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,711,254.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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