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Livermore
Livermore
ZHEN

Visionary Wealth Advisors

SEC CIK
0001802984
Latest filing
Aug 13, 2026

WELL holding history

Welltower Inc. in every 13F filed by Visionary Wealth Advisors, 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)
2,578
Value
$585.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WELL by Visionary Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,578$585.1K<0.1%+6+0.2%AddedHolders
Q1 20262,572$508.5K<0.1%00.0%UnchangedHolders
Q4 20252,572$477.4K<0.1%−138−5.1%ReducedHolders
Q3 20252,710$482.8K<0.1%00.0%UnchangedHolders
Q2 20252,710$416.6K<0.1%00.0%UnchangedHolders
Q1 20252,710$415.2K<0.1%−50−1.8%ReducedHolders
Q4 20242,760$347.8K<0.1%−100−3.5%ReducedHolders
Q3 20242,860$366.2K<0.1%−85−2.9%ReducedHolders
Q2 20242,945$307.0K<0.1%−395−11.8%ReducedHolders
Q1 20243,340$312.1K<0.1%+405+13.8%AddedHolders
Q4 20232,935$264.6K<0.1%−514−14.9%ReducedHolders
Q3 20233,449$282.5K<0.1%−400−10.4%ReducedHolders
Q2 20233,849$311.3K<0.1%−220−5.4%ReducedHolders
Q1 20234,069$291.7K<0.1%−175−4.1%ReducedHolders
Q4 20224,244$278.0K<0.1%−60−1.4%ReducedHolders
Q3 20224,304$277.0K<0.1%−70−1.6%ReducedHolders
Q2 20224,374$360.0K<0.1%−283−6.1%ReducedHolders
Q1 20224,657$448.0K<0.1%−298−6.0%ReducedHolders
Q4 20214,955$425.0K<0.1%−280−5.3%ReducedHolders
Q3 20215,235$431.0K<0.1%−965−15.6%ReducedHolders
Q2 20216,200$515.0K0.1%−505−7.5%ReducedHolders
Q1 20216,705$480.0K0.1%––Holders

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