SMART Wealth LLC

SEC CIK: 0002044723
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. in every 13F filed by SMART 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 (Q2 2026): 2,010
Value: $456.3K
% of portfolio: 0.1%
Quarters held: 3; Since Q1 2025

Holdings of WELL by SMART Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,010	$456.3K	0.1%	+2,010	New	Holders
Q3 2025	0	$0	0.0%	−3,388−100.0%	Sold out	Holders
Q2 2025	3,388	$520.8K	0.2%	+706+26.3%	Added	Holders
Q1 2025	2,682	$411.0K	0.1%	+2,682	New	Holders