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WEALTH EFFECTS LLC: IJH position timeline

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

WEALTH EFFECTS LLC held 26,570 IJH 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 26,570 shares
    Change vs previous 13F +3,675 shares

    0.55% of the 13F portfolio, value $2,048,813.

    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 22,895 shares
    Change vs previous 13F +300 shares

    0.55% of the 13F portfolio, value $1,546,099.

    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 22,595 shares
    Change vs previous 13F +500 shares

    0.47% of the 13F portfolio, value $1,491,270.

    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 22,095 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,441,920.

    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 22,095 shares
    Change vs previous 13F -3,365 shares

    0.51% of the 13F portfolio, value $1,370,332.

    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 25,460 shares
    Change vs previous 13F -195 shares

    0.62% of the 13F portfolio, value $1,485,591.

    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 25,655 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,598,563.

    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 25,655 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,598,820.

    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).