WEALTH EFFECTS LLC: IBRX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH EFFECTS LLC on IBRX, newest first. How the timeline and the estimate are built.
WEALTH EFFECTS LLC held 121,850 IBRX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 121,850 sharesChange vs previous 13F +3,500 shares
0.29% of the 13F portfolio, value $1,066,797.
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 118,350 sharesChange vs previous 13F +25,350 shares
0.32% of the 13F portfolio, value $907,745.
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 93,000 sharesChange vs previous 13F -21,500 shares
0.06% of the 13F portfolio, value $184,140.
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 114,500 sharesChange vs previous 13F -7,500 shares
0.09% of the 13F portfolio, value $281,670.
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 122,000 sharesChange vs previous 13F +23,500 shares
0.12% of the 13F portfolio, value $322,080.
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 98,500 sharesChange vs previous 13F +24,800 shares
0.12% of the 13F portfolio, value $296,485.
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 73,700 sharesChange vs previous 13F -16,800 shares
0.07% of the 13F portfolio, value $188,672.
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 90,500 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $336,660.
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).