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Disclosery

WEALTH EFFECTS LLC: XHB position timeline

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

WEALTH EFFECTS LLC held 5,543 XHB 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 5,543 shares
    Change vs previous 13F -262 shares

    0.17% of the 13F portfolio, value $640,581.

    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 5,805 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $573,103.

    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 5,804 shares
    Change vs previous 13F -99 shares

    0.19% of the 13F portfolio, value $597,574.

    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 5,903 shares
    Change vs previous 13F +1,002 shares

    0.21% of the 13F portfolio, value $654,035.

    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 4,901 shares
    Change vs previous 13F -924 shares

    0.18% of the 13F portfolio, value $483,117.

    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 5,825 shares
    Change vs previous 13F +4 shares

    0.24% of the 13F portfolio, value $564,397.

    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 5,821 shares
    Change vs previous 13F -273 shares

    0.22% of the 13F portfolio, value $608,297.

    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 6,094 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $759,086.

    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).