WEALTH EFFECTS LLC: INDI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH EFFECTS LLC on INDI, newest first. How the timeline and the estimate are built.
WEALTH EFFECTS LLC held 20,000 INDI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 20,000 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $89,800.
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 20,000 sharesChange vs previous 13F -200 shares
0.02% of the 13F portfolio, value $64,400.
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 20,200 sharesChange vs previous 13F -9,750 shares
0.02% of the 13F portfolio, value $71,306.
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 29,950 sharesChange vs previous 13F -4,000 shares
0.04% of the 13F portfolio, value $121,897.
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 33,950 sharesChange vs previous 13F +200 shares
0.05% of the 13F portfolio, value $120,862.
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 33,750 sharesChange vs previous 13F -1,050 shares
0.03% of the 13F portfolio, value $68,681.
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 34,800 sharesChange vs previous 13F -71,900 shares
0.05% of the 13F portfolio, value $140,940.
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 106,700 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $425,733.
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).