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Disclosery

WEALTH EFFECTS LLC: VTI position timeline

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

WEALTH EFFECTS LLC held 28,679 VTI 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 28,679 shares
    Change vs previous 13F +1,064 shares

    2.86% of the 13F portfolio, value $10,612,372.

    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 27,615 shares
    Change vs previous 13F +151 shares

    3.14% of the 13F portfolio, value $8,859,103.

    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 27,464 shares
    Change vs previous 13F +7 shares

    2.88% of the 13F portfolio, value $9,208,014.

    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 27,457 shares
    Change vs previous 13F -1,679 shares

    2.9% of the 13F portfolio, value $9,010,616.

    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 29,136 shares
    Change vs previous 13F +100 shares

    3.31% of the 13F portfolio, value $8,855,279.

    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 29,036 shares
    Change vs previous 13F -35 shares

    3.35% of the 13F portfolio, value $7,980,231.

    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 29,071 shares
    Change vs previous 13F -19 shares

    2.99% of the 13F portfolio, value $8,425,193.

    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 29,090 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $8,236,990.

    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).