Skip to main content

MOR Wealth Management, LLC

SEC CIK
0002092389
Latest filing
Aug 6, 2026

WELL holding history

Welltower Inc. in every 13F filed by MOR 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)
2,969
Value
$673.9K
% of portfolio
0.3%
Quarters held
1
Since Q2 2026
Holdings of WELL by MOR Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,969$673.9K0.3%+2,969NewHolders