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WEALTH EFFECTS LLC: ZENA position timeline

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

WEALTH EFFECTS LLC held 67,500 ZENA 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 67,500 shares
    Change vs previous 13F +4,500 shares

    0.03% of the 13F portfolio, value $101,250.

    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 63,000 shares
    Change vs previous 13F +15,000 shares

    0.05% of the 13F portfolio, value $144,270.

    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 48,000 shares
    Change vs previous 13F +25,000 shares

    0.05% of the 13F portfolio, value $153,600.

    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 23,000 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $110,400.

    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).