WEALTH EFFECTS LLC: ETV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH EFFECTS LLC on ETV, newest first. How the timeline and the estimate are built.
WEALTH EFFECTS LLC held 36,685 ETV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 36,685 sharesChange vs previous 13F +67 shares
0.15% of the 13F portfolio, value $545,878.
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 36,618 sharesChange vs previous 13F +69 shares
0.18% of the 13F portfolio, value $500,565.
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 36,549 sharesChange vs previous 13F +15 shares
0.16% of the 13F portfolio, value $524,847.
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 36,534 sharesChange vs previous 13F -685 shares
0.17% of the 13F portfolio, value $520,613.
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 37,219 sharesChange vs previous 13F -235 shares
0.19% of the 13F portfolio, value $516,229.
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 37,454 sharesChange vs previous 13F -790 shares
0.21% of the 13F portfolio, value $494,763.
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 38,244 sharesChange vs previous 13F -2,936 shares
0.2% of the 13F portfolio, value $551,098.
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 41,180 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $568,286.
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).