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Disclosery

Savant Capital, LLC: WELL position timeline

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

Savant Capital, LLC held 21,653 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 21,653 shares
    Change vs previous 13F +13,633 shares

    0.01% of the 13F portfolio, value $4,713,028.

    13F-HR 0001482880-26-000014 filed by Savant 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 8,020 shares
    Change vs previous 13F +277 shares

    0.01% of the 13F portfolio, value $1,585,713.

    13F-HR 0001482880-26-000009 filed by Savant 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 7,743 shares
    Change vs previous 13F +79 shares

    0.01% of the 13F portfolio, value $1,437,236.

    13F-HR 0001482880-26-000005 filed by Savant 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/A 7,664 shares
    Change vs previous 13F +797 shares

    0.01% of the 13F portfolio, value $1,365,351.

    13F-HR/A 0001482880-26-000008 filed by Savant 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/A 6,867 shares
    Change vs previous 13F +699 shares

    0.01% of the 13F portfolio, value $1,055,627.

    13F-HR/A 0001482880-26-000007 filed by Savant 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/A 6,168 shares
    Change vs previous 13F -2,803 shares

    0.01% of the 13F portfolio, value $944,996.

    13F-HR/A 0001482880-26-000006 filed by Savant 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 8,971 shares
    Change vs previous 13F +2,823 shares

    0.01% of the 13F portfolio, value $1,130,660.

    13F-HR 0001085146-25-000573 filed by Savant 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 6,148 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $787,099.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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