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Disclosery

WEALTH EFFECTS LLC: IVV position timeline

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

WEALTH EFFECTS LLC held 5,569 IVV 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 5,569 shares
    Change vs previous 13F +1,195 shares

    1.13% of the 13F portfolio, value $4,170,568.

    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 4,374 shares
    Change vs previous 13F +98 shares

    1.01% of the 13F portfolio, value $2,857,141.

    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 4,276 shares
    Change vs previous 13F +15 shares

    0.92% of the 13F portfolio, value $2,928,803.

    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 4,261 shares
    Change vs previous 13F +5 shares

    0.92% of the 13F portfolio, value $2,851,887.

    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 4,256 shares
    Change vs previous 13F -202 shares

    0.99% of the 13F portfolio, value $2,642,550.

    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 4,458 shares
    Change vs previous 13F +27 shares

    1.05% of the 13F portfolio, value $2,504,950.

    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 4,431 shares
    Change vs previous 13F +12 shares

    0.93% of the 13F portfolio, value $2,608,441.

    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 4,419 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,548,968.

    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).