Laurel Wealth Advisors LLC

SEC CIK: 0001757128
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. in every 13F filed by Laurel Wealth Advisors LLC, 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 (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2021

Holdings of WELL by Laurel Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−200−100.0%	Sold out	Holders
Q4 2024	200	$25.2K	<0.1%	+200	New	Holders
Q3 2021	0	$0	0.0%	−250−100.0%	Sold out	Holders
Q2 2021	250	$21.0K	<0.1%	+250	New	Holders