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SeaCrest Wealth Management, LLC

SEC CIK
0001728121
Latest filing
Jul 9, 2026

WELL holding history

Welltower Inc. in every 13F filed by SeaCrest Wealth Management, 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of WELL by SeaCrest Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−2,461−100.0%Sold outHolders
Q4 20232,461$217.9K<0.1%+2,461NewHolders
Q3 20230$00.0%−2,636−100.0%Sold outHolders
Q2 20232,636$213.2K<0.1%+2,636NewHolders
Q3 20220$00.0%−2,016−100.0%Sold outHolders
Q2 20222,016$166.0K<0.1%+2,016NewHolders
Q1 20220$00.0%−2,899−100.0%Sold outHolders
Q4 20212,899$249.0K<0.1%+2+0.1%AddedHolders
Q3 20212,897$239.0K<0.1%+2+0.1%AddedHolders
Q2 20212,895$241.0K<0.1%+2+0.1%AddedHolders
Q1 20212,893$207.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.