Arkadios Wealth Advisors

SEC CIK: 0001800798
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. in every 13F filed by Arkadios Wealth Advisors, 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): 16,507
Value: $3.75M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WELL by Arkadios Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,507	$3.75M	0.1%	−728−4.2%	Reduced	Holders
Q1 2026	17,235	$3.41M	0.1%	−8,183−32.2%	Reduced	Holders
Q4 2025	25,418	$4.72M	0.1%	+5,564+28.0%	Added	Holders
Q3 2025	19,854	$3.54M	0.1%	+10,152+104.6%	Added	Holders
Q2 2025	9,702	$1.49M	<0.1%	+465+5.0%	Added	Holders
Q1 2025	9,237	$1.42M	0.1%	+2,819+43.9%	Added	Holders
Q4 2024	6,418	$808.8K	<0.1%	−68−1.0%	Reduced	Holders
Q3 2024	6,486	$830.4K	<0.1%	−577−8.2%	Reduced	Holders
Q2 2024	7,063	$736.4K	<0.1%	+19+0.3%	Added	Holders
Q1 2024	7,044	$658.2K	0.1%	−34−0.5%	Reduced	Holders
Q4 2023	7,078	$638.3K	0.1%	−3,163−30.9%	Reduced	Holders
Q3 2023	10,241	$838.9K	0.1%	−365−3.4%	Reduced	Holders
Q2 2023	10,606	$857.9K	0.1%	−2,067−16.3%	Reduced	Holders
Q1 2023	12,673	$908.5K	0.1%	−7−0.1%	Reduced	Holders
Q4 2022	12,680	$831.2K	0.1%	−654−4.9%	Reduced	Holders
Q3 2022	13,334	$858.0K	0.1%	−1,659−11.1%	Reduced	Holders
Q2 2022	14,993	$1.24M	0.2%	−602−3.9%	Reduced	Holders
Q1 2022	15,595	$1.50M	0.2%	−1,612−9.4%	Reduced	Holders
Q4 2021	17,207	$1.48M	0.2%	+5,016+41.1%	Added	Holders
Q3 2021	12,191	$1.00M	0.1%	−18−0.1%	Reduced	Holders
Q2 2021	12,209	$1.01M	0.1%	+8,715+249.4%	Added	Holders
Q1 2021	3,494	$250.0K	<0.1%	–	–	Holders

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