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Wealth Effects LLCGrowthConcentrated trader

CIK: 0001907254 | BOSTON, MA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR251$369.5M2026-10-23SEC ↗
Q2 2026
13F-HR256$370.5M2026-08-06SEC ↗
Q1 2026
13F-HR237$282.2M2026-04-21SEC ↗
Q4 2025
13F-HR218$319.7M2026-01-26SEC ↗
Q3 2025
13F-HR217$311.0M2025-10-28SEC ↗
Q2 2025
13F-HR205$267.3M2025-07-15SEC ↗
Q1 2025
13F-HR198$238.1M2025-04-23SEC ↗
Q4 2024
13F-HR212$281.5M2025-01-22SEC ↗
Q3 2024
13F-HR217$285.4M2024-10-21SEC ↗
Q2 2024
13F-HR209$275.9M2024-08-02SEC ↗
Q1 2024
13F-HR217$271.1M2024-04-22SEC ↗
Q4 2023
13F-HR227$266.0M2024-01-29SEC ↗
Q3 2023
13F-HR198$202.5M2023-10-16SEC ↗
Q2 2023
13F-HR202$227.2M2023-07-18SEC ↗
Q1 2023
13F-HR198$195.3M2023-05-04SEC ↗
Q4 2022
13F-HR191$175.2M2023-02-02SEC ↗
Q3 2022
13F-HR183$21.9M2022-11-14SEC ↗
Q2 2022
13F-HR189$18.0M2022-08-03SEC ↗
Q1 2022
13F-HR204$14.7M2022-05-16SEC ↗
Q4 2021
13F-HR215$19.0M2022-02-09SEC ↗