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Disclosery

WEALTH EFFECTS LLC: SLV position timeline

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

WEALTH EFFECTS LLC held 14,598 SLV 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 14,598 shares
    Change vs previous 13F +2,708 shares

    0.21% of the 13F portfolio, value $780,555.

    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 11,890 shares
    Change vs previous 13F -6,289 shares

    0.29% of the 13F portfolio, value $810,185.

    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 18,179 shares
    Change vs previous 13F +3,144 shares

    0.37% of the 13F portfolio, value $1,171,091.

    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 15,035 shares
    Change vs previous 13F +5,683 shares

    0.2% of the 13F portfolio, value $637,033.

    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 9,352 shares
    Change vs previous 13F -3,137 shares

    0.11% of the 13F portfolio, value $306,839.

    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 12,489 shares
    Change vs previous 13F +1,700 shares

    0.16% of the 13F portfolio, value $387,034.

    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 10,789 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $284,074.

    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).