WEALTH EFFECTS LLC: MU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH EFFECTS LLC on MU, newest first. How the timeline and the estimate are built.
WEALTH EFFECTS LLC held 19,433 MU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 19,433 sharesChange vs previous 13F -1,385 shares
6.05% of the 13F portfolio, value $22,431,201.
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 20,818 sharesChange vs previous 13F +1,443 shares
2.49% of the 13F portfolio, value $7,033,068.
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 19,375 sharesChange vs previous 13F +1,525 shares
1.73% of the 13F portfolio, value $5,529,894.
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 17,850 sharesChange vs previous 13F -40 shares
0.96% of the 13F portfolio, value $2,986,592.
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 17,890 sharesChange vs previous 13F +273 shares
0.83% of the 13F portfolio, value $2,204,912.
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 17,617 sharesChange vs previous 13F -1,779 shares
0.64% of the 13F portfolio, value $1,530,747.
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 19,396 sharesChange vs previous 13F +5,041 shares
0.58% of the 13F portfolio, value $1,632,372.
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 14,355 sharesChange vs previous 13F not available
0.52% of the 13F portfolio, value $1,488,785.
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).