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Disclosery

WEALTH EFFECTS LLC: S position timeline

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

WEALTH EFFECTS LLC held 37,650 S 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 37,650 shares
    Change vs previous 13F +650 shares

    0.17% of the 13F portfolio, value $638,921.

    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 37,000 shares
    Change vs previous 13F -500 shares

    0.17% of the 13F portfolio, value $476,560.

    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 37,500 shares
    Change vs previous 13F -19,450 shares

    0.18% of the 13F portfolio, value $562,500.

    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 56,950 shares
    Change vs previous 13F -4,000 shares

    0.32% of the 13F portfolio, value $1,002,890.

    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 60,950 shares
    Change vs previous 13F -800 shares

    0.42% of the 13F portfolio, value $1,114,166.

    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 61,750 shares
    Change vs previous 13F -10,150 shares

    0.47% of the 13F portfolio, value $1,122,615.

    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 71,900 shares
    Change vs previous 13F -3,350 shares

    0.57% of the 13F portfolio, value $1,596,180.

    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 75,250 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,799,980.

    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).