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WEALTH EFFECTS LLC: ESTC position timeline

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

WEALTH EFFECTS LLC held 3,865 ESTC 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 3,865 shares
    Change vs previous 13F -6,700 shares

    0.06% of the 13F portfolio, value $220,382.

    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 10,565 shares
    Change vs previous 13F -12,887 shares

    0.19% of the 13F portfolio, value $528,144.

    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 23,452 shares
    Change vs previous 13F -4,241 shares

    0.55% of the 13F portfolio, value $1,769,245.

    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 27,693 shares
    Change vs previous 13F -215 shares

    0.75% of the 13F portfolio, value $2,339,810.

    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 27,908 shares
    Change vs previous 13F -865 shares

    0.88% of the 13F portfolio, value $2,353,510.

    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 28,773 shares
    Change vs previous 13F -27 shares

    1.08% of the 13F portfolio, value $2,563,705.

    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 28,800 shares
    Change vs previous 13F +5,830 shares

    1.01% of the 13F portfolio, value $2,853,504.

    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 22,970 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,763,177.

    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).