WEALTH EFFECTS LLC: DDD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH EFFECTS LLC on DDD, newest first. How the timeline and the estimate are built.
WEALTH EFFECTS LLC held 113,000 DDD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 113,000 sharesChange vs previous 13F +19,508 shares
0.09% of the 13F portfolio, value $341,260.
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 93,492 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $175,765.
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 93,492 sharesChange vs previous 13F -76,208 shares
0.05% of the 13F portfolio, value $165,481.
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 169,700 sharesChange vs previous 13F -22,000 shares
0.16% of the 13F portfolio, value $492,130.
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 191,700 sharesChange vs previous 13F -107,500 shares
0.11% of the 13F portfolio, value $295,218.
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 299,200 sharesChange vs previous 13F -16,000 shares
0.27% of the 13F portfolio, value $634,304.
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 315,200 sharesChange vs previous 13F -14,620 shares
0.37% of the 13F portfolio, value $1,033,856.
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 329,820 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $936,689.
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).