Skip to main content

Evolution Wealth Management Inc.

SEC CIK
0002010029
Latest filing
Jul 21, 2026

WELL holding history

Welltower Inc. in every 13F filed by Evolution Wealth Management Inc., 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)
447
Value
$101.5K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of WELL by Evolution Wealth Management Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026447$101.5K0.1%+193+76.0%AddedHolders
Q1 2026254$50.2K<0.1%+254NewHolders