WEALTH EFFECTS LLC: BGR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH EFFECTS LLC on BGR, newest first. How the timeline and the estimate are built.
WEALTH EFFECTS LLC held 15,000 BGR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 15,000 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $222,300.
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 15,000 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $259,650.
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 15,000 sharesChange vs previous 13F -2,000 shares
0.06% of the 13F portfolio, value $203,100.
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 17,000 sharesChange vs previous 13F -1,000 shares
0.07% of the 13F portfolio, value $230,690.
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 18,000 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $238,680.
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 18,000 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $244,440.
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 18,000 sharesChange vs previous 13F -3,500 shares
0.08% of the 13F portfolio, value $226,980.
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 21,500 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $276,920.
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).