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Third View Private Wealth, LLC

SEC CIK
0002083406
Latest filing
Jul 27, 2026

WELL holding history

Welltower Inc. in every 13F filed by Third View Private 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)
2,210
Value
$501.6K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of WELL by Third View Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,210$501.6K0.1%+2,210NewHolders