Evergreen Private Wealth LLC

SEC CIK: 0002010098
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. in every 13F filed by Evergreen 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 (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2025

Holdings of WELL by Evergreen Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−23−100.0%	Sold out	Holders
Q3 2025	23	$4.10K	<0.1%	00.0%	Unchanged	Holders
Q2 2025	23	$3.54K	<0.1%	+23	New	Holders