WEALTH EFFECTS LLC: WY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH EFFECTS LLC on WY, newest first. How the timeline and the estimate are built.
WEALTH EFFECTS LLC held 25,000 WY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 25,000 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $598,500.
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 25,000 sharesChange vs previous 13F +7,500 shares
0.22% of the 13F portfolio, value $610,750.
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 17,500 sharesChange vs previous 13F -1,000 shares
0.13% of the 13F portfolio, value $414,575.
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 18,500 sharesChange vs previous 13F +4,500 shares
0.15% of the 13F portfolio, value $458,616.
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 14,000 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $359,661.
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).