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Disclosery

Vontobel Holding Ltd.: WELL position timeline

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

Vontobel Holding Ltd. held 30,485 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,485 shares
    Change vs previous 13F -1,689 shares

    0.02% of the 13F portfolio, value $6,919,181.

    13F-HR 0001588340-26-000003 filed by Vontobel Holding Ltd.
    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 32,174 shares
    Change vs previous 13F -1,179 shares

    0.02% of the 13F portfolio, value $6,361,122.

    13F-HR 0001588340-26-000002 filed by Vontobel Holding Ltd.
    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 33,353 shares
    Change vs previous 13F -88 shares

    0.02% of the 13F portfolio, value $6,190,650.

    13F-HR 0001588340-26-000001 filed by Vontobel Holding Ltd.
    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 33,441 shares
    Change vs previous 13F +5,685 shares

    0.02% of the 13F portfolio, value $5,957,180.

    13F-HR 0001588340-25-000002 filed by Vontobel Holding Ltd.
    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 27,756 shares
    Change vs previous 13F +3,151 shares

    0.01% of the 13F portfolio, value $4,266,931.

    13F-HR 0001085146-25-004058 filed by Vontobel Holding Ltd.
    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 24,605 shares
    Change vs previous 13F +9,987 shares

    0.01% of the 13F portfolio, value $3,769,732.

    13F-HR 0001085146-25-002357 filed by Vontobel Holding Ltd.
    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 14,618 shares
    Change vs previous 13F -4,999 shares

    0.01% of the 13F portfolio, value $1,842,307.

    13F-HR 0001085146-25-000609 filed by Vontobel Holding Ltd.
    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 19,617 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,511,565.

    13F-HR 0001085146-24-004918 filed by Vontobel Holding Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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