Dickmeyer Boyce Financial Management, Inc.

SEC CIK: 0002038325
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. in every 13F filed by Dickmeyer Boyce Financial Management, Inc., 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): 2,062
Value: $468.0K
% of portfolio: 0.2%
Quarters held: 2; Since Q1 2026

Holdings of WELL by Dickmeyer Boyce Financial Management, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,062	$468.0K	0.2%	−4−0.2%	Reduced	Holders
Q1 2026	2,066	$408.4K	0.2%	–	No prior filing	Holders