A4 Wealth Advisors LLC

SEC CIK: 0002033987
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. in every 13F filed by A4 Wealth Advisors 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: 1; Since Q3 2025

Holdings of WELL by A4 Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−1,883−100.0%	Sold out	Holders
Q3 2025	1,883	$335.4K	0.3%	–	No prior filing	Holders