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Disclosery

WEALTH EFFECTS LLC: META position timeline

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

WEALTH EFFECTS LLC held 11,025 META 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 11,025 shares
    Change vs previous 13F -142 shares

    1.68% of the 13F portfolio, value $6,210,246.

    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 11,167 shares
    Change vs previous 13F +162 shares

    2.26% of the 13F portfolio, value $6,388,889.

    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 11,005 shares
    Change vs previous 13F +102 shares

    2.27% of the 13F portfolio, value $7,264,176.

    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 10,903 shares
    Change vs previous 13F -380 shares

    2.57% of the 13F portfolio, value $8,006,755.

    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 11,283 shares
    Change vs previous 13F -868 shares

    3.12% of the 13F portfolio, value $8,327,692.

    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 12,151 shares
    Change vs previous 13F +468 shares

    2.94% of the 13F portfolio, value $7,003,128.

    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 11,683 shares
    Change vs previous 13F +38 shares

    2.43% of the 13F portfolio, value $6,840,599.

    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 11,645 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $6,666,108.

    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).