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Millstone Evans Group, LLC

SEC CIK
0002041943
Latest filing
Aug 11, 2026

WELL holding history

Welltower Inc. in every 13F filed by Millstone Evans Group, LLC, 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)
34
Value
$7.72K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of WELL by Millstone Evans Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634$7.72K<0.1%+11+47.8%AddedHolders
Q1 202623$4.55K<0.1%00.0%UnchangedHolders
Q4 202523$4.27K<0.1%00.0%UnchangedHolders
Q3 202523$4.10K<0.1%00.0%UnchangedHolders
Q2 202523$3.54K<0.1%00.0%UnchangedHolders
Q1 202523$3.52K<0.1%00.0%UnchangedHolders
Q4 202423$2.90K<0.1%–No prior filingHolders