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CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

WELL holding history

Welltower Inc. in every 13F filed by CFM Wealth Partners 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 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2021
Holdings of WELL by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−2,525−100.0%Sold outHolders
Q4 20212,525$216.0K<0.1%00.0%UnchangedHolders
Q3 20212,525$208.0K0.1%+2,525NewHolders