WEALTH EFFECTS LLC: PCT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH EFFECTS LLC on PCT, newest first. How the timeline and the estimate are built.
WEALTH EFFECTS LLC held 53,900 PCT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 53,900 sharesChange vs previous 13F +2,500 shares
0.12% of the 13F portfolio, value $437,129.
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 51,400 sharesChange vs previous 13F +5,000 shares
0.09% of the 13F portfolio, value $266,766.
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 46,400 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $398,576.
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 46,400 sharesChange vs previous 13F -13,200 shares
0.2% of the 13F portfolio, value $610,160.
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 59,600 sharesChange vs previous 13F 0 shares
0.31% of the 13F portfolio, value $816,520.
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 59,600 sharesChange vs previous 13F -5,600 shares
0.17% of the 13F portfolio, value $412,432.
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 65,200 sharesChange vs previous 13F -28,000 shares
0.24% of the 13F portfolio, value $668,300.
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 93,200 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $885,400.
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).