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Disclosery

WEALTH EFFECTS LLC: DOW position timeline

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

WEALTH EFFECTS LLC held 11,000 DOW 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 11,000 shares
    Change vs previous 13F -223 shares

    0.08% of the 13F portfolio, value $300,960.

    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 11,223 shares
    Change vs previous 13F +120 shares

    0.17% of the 13F portfolio, value $467,438.

    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 11,103 shares
    Change vs previous 13F -21 shares

    0.08% of the 13F portfolio, value $259,588.

    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 11,124 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $255,073.

    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).