Skip to content
Disclosery

WEALTH EFFECTS LLC: UTG position timeline

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

WEALTH EFFECTS LLC held 81,985 UTG 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 81,985 shares
    Change vs previous 13F -881 shares

    0.9% of the 13F portfolio, value $3,338,428.

    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 82,866 shares
    Change vs previous 13F +5,756 shares

    1.15% of the 13F portfolio, value $3,254,957.

    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 77,110 shares
    Change vs previous 13F +6,865 shares

    0.88% of the 13F portfolio, value $2,820,690.

    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 70,245 shares
    Change vs previous 13F +546 shares

    0.89% of the 13F portfolio, value $2,783,126.

    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 69,699 shares
    Change vs previous 13F +99 shares

    0.94% of the 13F portfolio, value $2,521,711.

    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 69,600 shares
    Change vs previous 13F +132 shares

    0.95% of the 13F portfolio, value $2,264,790.

    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 69,468 shares
    Change vs previous 13F -128 shares

    0.78% of the 13F portfolio, value $2,201,438.

    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 69,596 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,283,433.

    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).