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Disclosery

WEALTH EFFECTS LLC: XLK position timeline

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

WEALTH EFFECTS LLC held 1,269 XLK 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 1,269 shares
    Change vs previous 13F +1,269 shares

    0.07% of the 13F portfolio, value $241,786.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -967 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 967 shares
    Change vs previous 13F -179 shares

    0.08% of the 13F portfolio, value $224,847.

    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).

  4. period ended2024-09-30
    13F 1,146 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $258,721.

    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).