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Disclosery

WEALTH EFFECTS LLC: VUG position timeline

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

WEALTH EFFECTS LLC held 33,810 VUG 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 33,810 shares
    Change vs previous 13F +28,357 shares

    0.79% of the 13F portfolio, value $2,912,429.

    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 5,453 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $2,381,850.

    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 5,453 shares
    Change vs previous 13F -402 shares

    0.83% of the 13F portfolio, value $2,660,333.

    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 5,855 shares
    Change vs previous 13F +2 shares

    0.9% of the 13F portfolio, value $2,808,139.

    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 5,853 shares
    Change vs previous 13F -144 shares

    0.96% of the 13F portfolio, value $2,565,970.

    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 5,997 shares
    Change vs previous 13F +39 shares

    0.93% of the 13F portfolio, value $2,223,820.

    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 5,958 shares
    Change vs previous 13F +10 shares

    0.87% of the 13F portfolio, value $2,445,409.

    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 5,948 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,283,616.

    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).