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Wright Wealth LLC

SEC CIK
0002046147
Latest filing
Jul 29, 2026

WELL holding history

Welltower Inc. in every 13F filed by Wright Wealth 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)
1,273
Value
$288.9K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of WELL by Wright Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,273$288.9K0.2%00.0%UnchangedHolders
Q1 20261,273$251.7K0.2%00.0%UnchangedHolders
Q4 20251,273$236.3K0.2%–No prior filingHolders