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Revolve Wealth Partners, LLC

SEC CIK
0001808992
Latest filing
Jul 9, 2026

WELL holding history

Welltower Inc. in every 13F filed by Revolve 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 (Q2 2026)
1,392
Value
$315.9K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of WELL by Revolve Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,392$315.9K<0.1%+45+3.3%AddedHolders
Q1 20261,347$266.3K<0.1%−83−5.8%ReducedHolders
Q4 20251,430$265.4K<0.1%+4+0.3%AddedHolders
Q3 20251,426$254.0K<0.1%+87+6.5%AddedHolders
Q2 20251,339$205.8K<0.1%+1,339NewHolders