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
- period ended2026-06-3013F 11,906 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,976 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,357 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,319 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,225 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,616 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,456 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,172 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).