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WEALTH EFFECTS LLC: FBCG position timeline

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

WEALTH EFFECTS LLC held 21,032 FBCG 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 21,032 shares
    Change vs previous 13F -611 shares

    0.35% of the 13F portfolio, value $1,306,272.

    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 21,643 shares
    Change vs previous 13F +4,447 shares

    0.38% of the 13F portfolio, value $1,084,754.

    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 17,196 shares
    Change vs previous 13F +6,886 shares

    0.3% of the 13F portfolio, value $943,036.

    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 10,310 shares
    Change vs previous 13F +549 shares

    0.18% of the 13F portfolio, value $553,228.

    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 9,761 shares
    Change vs previous 13F -300 shares

    0.18% of the 13F portfolio, value $470,858.

    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 10,061 shares
    Change vs previous 13F +1,050 shares

    0.17% of the 13F portfolio, value $402,128.

    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 9,011 shares
    Change vs previous 13F +311 shares

    0.15% of the 13F portfolio, value $416,836.

    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 8,700 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $372,101.

    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).