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LeConte Wealth Management, LLC

SEC CIK
0002060443
Latest filing
Aug 7, 2026

WELL holding history

Welltower Inc. in every 13F filed by LeConte Wealth Management, 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)
1,316
Value
$298.8K
% of portfolio
0.2%
Quarters held
2
Since Q3 2025
Holdings of WELL by LeConte Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,316$298.8K0.2%+1,316NewHolders
Q4 20250$00.0%−1,437−100.0%Sold outHolders
Q3 20251,437$256.0K0.2%+1,437NewHolders