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WEALTH EFFECTS LLC: BA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH EFFECTS LLC on BA, newest first. How the timeline and the estimate are built.

WEALTH EFFECTS LLC held 11,906 BA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,906 shares
    Change vs previous 13F -70 shares

    0.7% of the 13F portfolio, value $2,577,340.

    13F-HR 0001951757-26-001134 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,976 shares
    Change vs previous 13F +619 shares

    0.84% of the 13F portfolio, value $2,383,583.

    13F-HR 0001951757-26-000687 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,357 shares
    Change vs previous 13F +1,038 shares

    0.77% of the 13F portfolio, value $2,465,831.

    13F-HR 0001951757-26-000293 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,319 shares
    Change vs previous 13F +94 shares

    0.72% of the 13F portfolio, value $2,227,149.

    13F-HR 0001951757-25-001197 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,225 shares
    Change vs previous 13F +609 shares

    0.8% of the 13F portfolio, value $2,142,444.

    13F-HR 0001951757-25-000849 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,616 shares
    Change vs previous 13F +160 shares

    0.69% of the 13F portfolio, value $1,640,008.

    13F-HR 0001951757-25-000441 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,456 shares
    Change vs previous 13F -1,716 shares

    0.59% of the 13F portfolio, value $1,673,651.

    13F-HR 0001951757-25-000109 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,172 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,698,575.

    13F-HR 0001951757-24-001093 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).