Wealth Effects - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Wealth Effects going back to Feb. 9, 2022
- Wealth Effects 2026 Q1 - filed April 21, 2026 - new!
- Wealth Effects 2025 Q4 - filed Jan. 26, 2026
- Wealth Effects 2025 Q3 - filed Oct. 28, 2025
- Wealth Effects 2025 Q2 - filed July 15, 2025
- Wealth Effects 2025 Q1 - filed April 23, 2025
- Wealth Effects 2024 Q4 - filed Jan. 22, 2025
- Wealth Effects 2024 Q3 - filed Oct. 21, 2024
- Wealth Effects 2024 Q2 - filed Aug. 2, 2024
- Wealth Effects 2024 Q1 - filed April 22, 2024
- Wealth Effects 2023 Q4 - filed Jan. 29, 2024
- Wealth Effects 2023 Q3 - filed Oct. 16, 2023
- Wealth Effects 2023 Q2 - filed July 18, 2023
- Wealth Effects 2023 Q1 - filed May 4, 2023
- Wealth Effects 2022 Q4 - filed Feb. 2, 2023
- Wealth Effects 2022 Q3 - filed Nov. 14, 2022
- Wealth Effects 2022 Q2 - filed Aug. 3, 2022
- Wealth Effects 2022 Q1 - filed May 16, 2022
- Wealth Effects 2021 Q4 - filed Feb. 9, 2022