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WEALTH EFFECTS LLC: STXS position timeline

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

WEALTH EFFECTS LLC held 68,500 STXS 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 68,500 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $117,820.

    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 68,500 shares
    Change vs previous 13F -560 shares

    0.04% of the 13F portfolio, value $126,040.

    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 69,060 shares
    Change vs previous 13F -6,000 shares

    0.05% of the 13F portfolio, value $158,838.

    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 75,060 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $233,437.

    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 75,060 shares
    Change vs previous 13F -3,500 shares

    0.06% of the 13F portfolio, value $159,127.

    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 78,560 shares
    Change vs previous 13F -7,500 shares

    0.06% of the 13F portfolio, value $138,266.

    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 86,060 shares
    Change vs previous 13F +9,000 shares

    0.07% of the 13F portfolio, value $196,217.

    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 77,060 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $157,202.

    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).