WEALTH EFFECTS LLC: T position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH EFFECTS LLC on T, newest first. How the timeline and the estimate are built.
WEALTH EFFECTS LLC held 21,088 T shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 21,088 sharesChange vs previous 13F -920 shares
0.12% of the 13F portfolio, value $436,528.
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 22,008 sharesChange vs previous 13F -1,402 shares
0.23% of the 13F portfolio, value $638,016.
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 23,410 sharesChange vs previous 13F +3,037 shares
0.18% of the 13F portfolio, value $581,504.
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 20,373 sharesChange vs previous 13F -22 shares
0.19% of the 13F portfolio, value $575,334.
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 20,395 sharesChange vs previous 13F +5,782 shares
0.22% of the 13F portfolio, value $590,231.
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 14,613 sharesChange vs previous 13F -7,740 shares
0.17% of the 13F portfolio, value $413,256.
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 22,353 sharesChange vs previous 13F -109 shares
0.18% of the 13F portfolio, value $508,978.
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 22,462 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $494,164.
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).