WEALTH EFFECTS LLC: CEG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH EFFECTS LLC on CEG, newest first. How the timeline and the estimate are built.
WEALTH EFFECTS LLC held 1,922 CEG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 1,922 sharesChange vs previous 13F -170 shares
0.13% of the 13F portfolio, value $477,251.
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 2,092 sharesChange vs previous 13F +25 shares
0.21% of the 13F portfolio, value $584,317.
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 2,067 sharesChange vs previous 13F 0 shares
0.23% of the 13F portfolio, value $730,312.
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 2,067 sharesChange vs previous 13F 0 shares
0.22% of the 13F portfolio, value $680,244.
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 2,067 sharesChange vs previous 13F +1 shares
0.25% of the 13F portfolio, value $667,072.
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 2,066 sharesChange vs previous 13F +150 shares
0.18% of the 13F portfolio, value $416,640.
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 1,916 sharesChange vs previous 13F +285 shares
0.15% of the 13F portfolio, value $428,583.
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 1,631 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $423,999.
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).