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
- period ended2026-06-3013F 3,865 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,565 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,452 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,693 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 27,908 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 28,773 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,800 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 22,970 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).