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Disclosery

WEALTH EFFECTS LLC: JEPQ position timeline

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

WEALTH EFFECTS LLC held 30,293 JEPQ 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 30,293 shares
    Change vs previous 13F -1,213 shares

    0.5% of the 13F portfolio, value $1,861,817.

    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 31,506 shares
    Change vs previous 13F -2,087 shares

    0.62% of the 13F portfolio, value $1,749,233.

    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 33,593 shares
    Change vs previous 13F +9,429 shares

    0.61% of the 13F portfolio, value $1,952,430.

    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 24,164 shares
    Change vs previous 13F -6,523 shares

    0.45% of the 13F portfolio, value $1,389,900.

    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 30,687 shares
    Change vs previous 13F -647 shares

    0.62% of the 13F portfolio, value $1,669,363.

    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 31,334 shares
    Change vs previous 13F -7,955 shares

    0.68% of the 13F portfolio, value $1,622,452.

    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 39,289 shares
    Change vs previous 13F +4,889 shares

    0.79% of the 13F portfolio, value $2,215,131.

    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 34,400 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,889,600.

    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).