WEALTH EFFECTS LLC: CHI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH EFFECTS LLC on CHI, newest first. How the timeline and the estimate are built.
WEALTH EFFECTS LLC held 18,472 CHI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 18,472 sharesChange vs previous 13F +67 shares
0.07% of the 13F portfolio, value $248,258.
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 18,405 sharesChange vs previous 13F -675 shares
0.07% of the 13F portfolio, value $197,666.
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 19,080 sharesChange vs previous 13F +1,074 shares
0.06% of the 13F portfolio, value $199,962.
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 18,006 sharesChange vs previous 13F +1,074 shares
0.06% of the 13F portfolio, value $194,283.
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 16,932 sharesChange vs previous 13F -921 shares
0.07% of the 13F portfolio, value $178,120.
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 17,853 sharesChange vs previous 13F -329 shares
0.07% of the 13F portfolio, value $171,208.
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 18,182 sharesChange vs previous 13F +63 shares
0.08% of the 13F portfolio, value $217,091.
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 18,119 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $210,906.
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).