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CVFG LLC

SEC CIK
0002050974
Latest filing
Aug 11, 2026

WELL holding history

Welltower Inc. in every 13F filed by CVFG 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)
5,651
Value
$1.28M
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of WELL by CVFG LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,651$1.28M0.1%00.0%UnchangedHolders
Q1 20265,651$1.12M0.1%+5,651NewHolders