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Disclosery

WEALTH EFFECTS LLC: VST position timeline

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

WEALTH EFFECTS LLC held 4,701 VST 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 4,701 shares
    Change vs previous 13F -1,081 shares

    0.2% of the 13F portfolio, value $745,693.

    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 5,782 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $869,233.

    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 5,782 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $932,837.

    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 5,782 shares
    Change vs previous 13F +65 shares

    0.36% of the 13F portfolio, value $1,132,842.

    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 5,717 shares
    Change vs previous 13F +81 shares

    0.41% of the 13F portfolio, value $1,107,939.

    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 5,636 shares
    Change vs previous 13F +601 shares

    0.28% of the 13F portfolio, value $661,900.

    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 5,035 shares
    Change vs previous 13F +1,335 shares

    0.25% of the 13F portfolio, value $694,220.

    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 3,700 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $438,598.

    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).