Atlantic Private Wealth, LLC

SEC CIK: 0001893143
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. in every 13F filed by Atlantic Private Wealth, LLC, 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 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2025

Holdings of WELL by Atlantic Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−29−100.0%	Sold out	Holders
Q4 2025	29	$5.40K	<0.1%	+4+16.0%	Added	Holders
Q3 2025	25	$4.45K	<0.1%	+25	New	Holders