Skip to main content

SNS Financial Group, LLC

SEC CIK
0001557485
Latest filing
Aug 11, 2026

WELL holding history

Welltower Inc. in every 13F filed by SNS Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WELL overviewAll 13F holders of WELLFull Q2 2026 holdings

Shares (Q2 2026)
2,098
Value
$476.2K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2022
Holdings of WELL by SNS Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,098$476.2K<0.1%+77+3.8%AddedHolders
Q1 20262,021$399.6K<0.1%+21+1.1%AddedHolders
Q4 20252,000$371.2K<0.1%00.0%UnchangedHolders
Q3 20252,000$356.3K<0.1%00.0%UnchangedHolders
Q2 20252,000$307.5K<0.1%00.0%UnchangedHolders
Q1 20252,000$306.4K<0.1%00.0%UnchangedHolders
Q4 20242,000$252.1K<0.1%−107−5.1%ReducedHolders
Q3 20242,107$269.8K<0.1%00.0%UnchangedHolders
Q2 20242,107$219.7K<0.1%+2,107NewHolders
Q2 20220$00.0%−2,107−100.0%Sold outHolders
Q1 20222,107$203.0K<0.1%+2,107NewHolders