Skip to content
Disclosery

WEALTH EFFECTS LLC: C position timeline

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

WEALTH EFFECTS LLC held 11,665 C 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 11,665 shares
    Change vs previous 13F -115 shares

    0.44% of the 13F portfolio, value $1,632,633.

    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 11,780 shares
    Change vs previous 13F -200 shares

    0.47% of the 13F portfolio, value $1,335,970.

    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 11,980 shares
    Change vs previous 13F -4,482 shares

    0.44% of the 13F portfolio, value $1,397,946.

    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 16,462 shares
    Change vs previous 13F +3 shares

    0.54% of the 13F portfolio, value $1,670,902.

    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 16,459 shares
    Change vs previous 13F +2,859 shares

    0.52% of the 13F portfolio, value $1,400,974.

    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 13,600 shares
    Change vs previous 13F +4,650 shares

    0.41% of the 13F portfolio, value $965,464.

    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 8,950 shares
    Change vs previous 13F +100 shares

    0.22% of the 13F portfolio, value $629,991.

    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 8,850 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $554,010.

    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).