Wellment Financial

Q1 2026 13F Holdings

Location
Elmhurst, IL
Holdings as of
3/31/2026
Value ($000)
$80,831
Num holdings
38
Date filed
4/28/2026
Form type
13F-HR
Prev filing
1/27/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type