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Disclosery

WEALTH EFFECTS LLC: BX position timeline

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

WEALTH EFFECTS LLC held 33,379 BX 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 33,379 shares
    Change vs previous 13F +3,463 shares

    1.06% of the 13F portfolio, value $3,927,686.

    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 29,916 shares
    Change vs previous 13F +5,825 shares

    1.22% of the 13F portfolio, value $3,440,051.

    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 24,091 shares
    Change vs previous 13F -326 shares

    1.16% of the 13F portfolio, value $3,713,345.

    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 24,417 shares
    Change vs previous 13F +704 shares

    1.34% of the 13F portfolio, value $4,171,707.

    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 23,713 shares
    Change vs previous 13F -538 shares

    1.33% of the 13F portfolio, value $3,547,016.

    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 24,251 shares
    Change vs previous 13F -92 shares

    1.42% of the 13F portfolio, value $3,389,836.

    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 24,343 shares
    Change vs previous 13F -638 shares

    1.49% of the 13F portfolio, value $4,197,163.

    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 24,981 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $3,825,307.

    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).