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Disclosery

WEALTH EFFECTS LLC: PBI position timeline

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

WEALTH EFFECTS LLC held 51,000 PBI 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 51,000 shares
    Change vs previous 13F -10,000 shares

    0.24% of the 13F portfolio, value $893,520.

    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 61,000 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $674,050.

    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 61,000 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $644,770.

    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 61,000 shares
    Change vs previous 13F -7,500 shares

    0.22% of the 13F portfolio, value $696,010.

    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 68,500 shares
    Change vs previous 13F -21,401 shares

    0.28% of the 13F portfolio, value $747,335.

    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 89,901 shares
    Change vs previous 13F -72,643 shares

    0.34% of the 13F portfolio, value $813,604.

    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 162,544 shares
    Change vs previous 13F -8,964 shares

    0.42% of the 13F portfolio, value $1,176,819.

    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 171,508 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,222,855.

    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).