WEALTH EFFECTS LLC: ALT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH EFFECTS LLC on ALT, newest first. How the timeline and the estimate are built.
WEALTH EFFECTS LLC held 122,650 ALT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 122,650 sharesChange vs previous 13F -9,300 shares
0.1% of the 13F portfolio, value $372,856.
13F-HR 0001951757-26-001134 filed by WEALTH EFFECTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 131,950 sharesChange vs previous 13F +20,200 shares
0.14% of the 13F portfolio, value $406,406.
13F-HR 0001951757-26-000687 filed by WEALTH EFFECTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 111,750 sharesChange vs previous 13F +51,900 shares
0.13% of the 13F portfolio, value $403,418.
13F-HR 0001951757-26-000293 filed by WEALTH EFFECTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 59,850 sharesChange vs previous 13F +28,100 shares
0.07% of the 13F portfolio, value $225,635.
13F-HR 0001951757-25-001197 filed by WEALTH EFFECTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 31,750 sharesChange vs previous 13F +900 shares
0.05% of the 13F portfolio, value $122,873.
13F-HR 0001951757-25-000849 filed by WEALTH EFFECTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 30,850 sharesChange vs previous 13F -2,000 shares
0.06% of the 13F portfolio, value $154,250.
13F-HR 0001951757-25-000441 filed by WEALTH EFFECTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32,850 sharesChange vs previous 13F -2,200 shares
0.08% of the 13F portfolio, value $236,849.
13F-HR 0001951757-25-000109 filed by WEALTH EFFECTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 35,050 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $215,207.
13F-HR 0001951757-24-001093 filed by WEALTH EFFECTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).