Tritonpoint Wealth, LLC

SEC CIK: 0002008171
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. in every 13F filed by Tritonpoint 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 (Q2 2026): 949
Value: $215.3K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of WELL by Tritonpoint Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	949	$215.3K	<0.1%	−178−15.8%	Reduced	Holders
Q1 2026	1,127	$222.7K	<0.1%	+44+4.1%	Added	Holders
Q4 2025	1,083	$200.9K	<0.1%	−117−9.8%	Reduced	Holders
Q3 2025	1,200	$213.7K	<0.1%	+1,200	New	Holders