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
- period ended2026-06-3013F 26,570 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 22,895 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 22,595 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,095 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 22,095 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 25,460 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,655 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 25,655 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).