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Disclosery

WEALTH EFFECTS LLC: CRM position timeline

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

WEALTH EFFECTS LLC held 1,575 CRM 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 1,575 shares
    Change vs previous 13F +395 shares

    0.07% of the 13F portfolio, value $246,740.

    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 1,180 shares
    Change vs previous 13F +75 shares

    0.08% of the 13F portfolio, value $220,271.

    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 1,105 shares
    Change vs previous 13F -70 shares

    0.09% of the 13F portfolio, value $292,726.

    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 1,175 shares
    Change vs previous 13F +65 shares

    0.09% of the 13F portfolio, value $278,475.

    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 1,110 shares
    Change vs previous 13F +55 shares

    0.11% of the 13F portfolio, value $302,686.

    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 1,055 shares
    Change vs previous 13F +125 shares

    0.12% of the 13F portfolio, value $283,120.

    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 930 shares
    Change vs previous 13F +65 shares

    0.11% of the 13F portfolio, value $310,927.

    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 865 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $236,759.

    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).