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Disclosery

Tidal Investments LLC: WELL position timeline

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

Tidal Investments LLC held 292,932 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 292,932 shares
    Change vs previous 13F +33,828 shares

    0.16% of the 13F portfolio, value $66,486,776.

    13F-HR 0002000324-26-003371 filed by Tidal Investments 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 259,104 shares
    Change vs previous 13F +47,685 shares

    0.16% of the 13F portfolio, value $51,227,452.

    13F-HR 0002000324-26-001933 filed by Tidal Investments 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 211,419 shares
    Change vs previous 13F +1,507 shares

    0.16% of the 13F portfolio, value $39,241,480.

    13F-HR 0001600064-26-000002 filed by Tidal Investments 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 209,912 shares
    Change vs previous 13F +9,021 shares

    0.16% of the 13F portfolio, value $37,393,724.

    13F-HR 0001600064-25-000011 filed by Tidal Investments 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 200,891 shares
    Change vs previous 13F +20,549 shares

    0.2% of the 13F portfolio, value $30,882,974.

    13F-HR 0001600064-25-000009 filed by Tidal Investments 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 180,342 shares
    Change vs previous 13F +134,850 shares

    0.23% of the 13F portfolio, value $27,630,198.

    13F-HR 0001600064-25-000007 filed by Tidal Investments 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 45,492 shares
    Change vs previous 13F +24,476 shares

    0.05% of the 13F portfolio, value $5,733,357.

    13F-HR 0001600064-25-000003 filed by Tidal Investments 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/A 21,016 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,690,678.

    13F-HR/A 0001600064-24-000008 filed by Tidal Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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