Beacon Financial Group

SEC CIK: 0001591379
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

WELL holding history

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

WELL overview All 13F holders of WELL Full Q2 2026 holdings

Shares (Q2 2026): 1,339
Value: $303.9K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of WELL by Beacon Financial Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,339	$303.9K	<0.1%	+65+5.1%	Added	Holders
Q1 2026	1,274	$251.9K	<0.1%	+19+1.5%	Added	Holders
Q4 2025	1,255	$232.9K	<0.1%	+5+0.4%	Added	Holders
Q3 2025	1,250	$222.7K	<0.1%	+1,250	New	Holders