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Seven Springs Wealth Group, LLC

SEC CIK
0001803898
Latest filing
Aug 4, 2026

WELL holding history

Welltower Inc. in every 13F filed by Seven Springs Wealth 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)
1,024
Value
$232.4K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of WELL by Seven Springs Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,024$232.4K0.1%00.0%UnchangedHolders
Q1 20261,024$202.5K<0.1%+1,024NewHolders