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Livermore
Livermore
ZHEN

Prestige Wealth Management Group LLC

SEC CIK
0001772715
Latest filing
Aug 14, 2026

WELL holding history

Welltower Inc. in every 13F filed by Prestige Wealth Management 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)
5,283
Value
$1.20M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WELL by Prestige Wealth Management Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,283$1.20M0.2%−3,799−41.8%ReducedHolders
Q1 20269,082$1.80M0.4%+8,968+7,866.7%AddedHolders
Q4 2025114$21.2K<0.1%−8,612−98.7%ReducedHolders
Q3 20258,726$1.55M0.3%+350+4.2%AddedHolders
Q2 20258,376$1.29M0.3%+80+1.0%AddedHolders
Q1 20258,296$1.27M0.3%+297+3.7%AddedHolders
Q4 20247,999$1.01M0.2%+380+5.0%AddedHolders
Q3 20247,619$975.5K0.2%+7,529+8,365.6%AddedHolders
Q2 202490$9.38K<0.1%−6,642−98.7%ReducedHolders
Q1 20246,732$629.0K0.1%+6,650+8,109.8%AddedHolders
Q4 202382$7.39K<0.1%+4+5.1%AddedHolders
Q3 202378$6.39K<0.1%00.0%UnchangedHolders
Q2 202378$6.31K<0.1%00.0%UnchangedHolders
Q1 202378$5.59K<0.1%00.0%UnchangedHolders
Q4 202278$5.11K<0.1%00.0%UnchangedHolders
Q3 202278$5.00K<0.1%00.0%UnchangedHolders
Q2 202278$6.00K<0.1%00.0%UnchangedHolders
Q1 202278$7.00K<0.1%00.0%UnchangedHolders
Q4 202178$7.00K<0.1%00.0%UnchangedHolders
Q3 202178$6.00K<0.1%00.0%UnchangedHolders
Q2 202178$6.00K<0.1%00.0%UnchangedHolders
Q1 202178$6.00K<0.1%––Holders

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