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Stephens Investment Management Group LLC: WELL position timeline

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

Stephens Investment Management Group LLC held 7,625 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,625 shares
    Change vs previous 13F -300 shares

    0.02% of the 13F portfolio, value $1,730,678.

    13F-HR 0000757657-26-000017 filed by STEPHENS INC /AR/
    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 7,925 shares
    Change vs previous 13F -2,093 shares

    0.02% of the 13F portfolio, value $1,566,799.

    13F-HR 0000757657-26-000013 filed by STEPHENS INC /AR/
    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 10,018 shares
    Change vs previous 13F +352 shares

    0.02% of the 13F portfolio, value $1,859,409.

    13F-HR 0000757657-26-000003 filed by STEPHENS INC /AR/
    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 9,666 shares
    Change vs previous 13F +162 shares

    0.02% of the 13F portfolio, value $1,721,834.

    13F-HR 0000757657-25-000022 filed by STEPHENS INC /AR/
    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 9,504 shares
    Change vs previous 13F -600 shares

    0.02% of the 13F portfolio, value $1,461,108.

    13F-HR 0000757657-25-000019 filed by STEPHENS INC /AR/
    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 10,104 shares
    Change vs previous 13F -204 shares

    0.02% of the 13F portfolio, value $1,548,057.

    13F-HR 0000757657-25-000012 filed by STEPHENS INC /AR/
    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 10,308 shares
    Change vs previous 13F -302 shares

    0.02% of the 13F portfolio, value $1,299,108.

    13F-HR 0000757657-25-000004 filed by STEPHENS INC /AR/
    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 10,610 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,358,358.

    13F-HR 0001314440-24-000016 filed by STEPHENS INC /AR/
    Filed (acceptance time not in the bulk data set), ingested

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