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Disclosery

TRUIST FINANCIAL CORP: WELL position timeline

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

TRUIST FINANCIAL CORP held 65,454 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,454 shares
    Change vs previous 13F +365 shares

    0.02% of the 13F portfolio, value $14,856,078.

    13F-HR 0000092230-26-000097 filed by TRUIST FINANCIAL CORP
    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 65,089 shares
    Change vs previous 13F -4,985 shares

    0.02% of the 13F portfolio, value $12,868,666.

    13F-HR 0000092230-26-000059 filed by TRUIST FINANCIAL CORP
    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 70,074 shares
    Change vs previous 13F +19,100 shares

    0.02% of the 13F portfolio, value $13,006,377.

    13F-HR 0000092230-26-000025 filed by TRUIST FINANCIAL CORP
    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 50,974 shares
    Change vs previous 13F +1,062 shares

    0.01% of the 13F portfolio, value $9,080,563.

    13F-HR 0000092230-25-000158 filed by TRUIST FINANCIAL CORP
    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 49,912 shares
    Change vs previous 13F +4,135 shares

    0.01% of the 13F portfolio, value $7,672,980.

    13F-HR 0000092230-25-000119 filed by TRUIST FINANCIAL CORP
    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 45,777 shares
    Change vs previous 13F +10,336 shares

    0.01% of the 13F portfolio, value $7,013,470.

    13F-HR 0000092230-25-000046 filed by TRUIST FINANCIAL CORP
    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 35,441 shares
    Change vs previous 13F +2,274 shares

    0.01% of the 13F portfolio, value $4,466,682.

    13F-HR 0000092230-25-000014 filed by TRUIST FINANCIAL CORP
    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 33,167 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,246,402.

    13F-HR 0000092230-24-000094 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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