Level Financial Advisors, Inc.

SEC CIK: 0001871734
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. in every 13F filed by Level Financial Advisors, Inc., 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 (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q4 2021

Holdings of WELL by Level Financial Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−130−100.0%	Sold out	Holders
Q4 2021	130	$11.0K	<0.1%	–	No prior filing	Holders