Skip to content

WEALTH EFFECTS LLC: BST position timeline

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

WEALTH EFFECTS LLC held 16,755 BST 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 16,755 shares
    Change vs previous 13F +16 shares

    0.23% of the 13F portfolio, value $849,660.

    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 16,739 shares
    Change vs previous 13F -190 shares

    0.22% of the 13F portfolio, value $608,450.

    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 16,929 shares
    Change vs previous 13F +26 shares

    0.21% of the 13F portfolio, value $686,302.

    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 16,903 shares
    Change vs previous 13F +2,218 shares

    0.22% of the 13F portfolio, value $699,087.

    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 14,685 shares
    Change vs previous 13F -2,475 shares

    0.21% of the 13F portfolio, value $560,517.

    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 17,160 shares
    Change vs previous 13F +62 shares

    0.24% of the 13F portfolio, value $566,119.

    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 17,098 shares
    Change vs previous 13F -158 shares

    0.22% of the 13F portfolio, value $625,090.

    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 17,256 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $611,566.

    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).