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Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

ARWR holding history

Arrowhead Pharmaceuticals, Inc. in every 13F filed by Wealth Effects LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ARWR overviewAll 13F holders of ARWRFull Q2 2026 holdings

Shares (Q2 2026)
147,300
Value
$12.0M
% of portfolio
3.2%
Quarters held
19
Since Q4 2021
Holdings of ARWR by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026147,300$12.0M3.2%+4,000+2.8%AddedHolders
Q1 2026143,300$8.98M3.2%00.0%UnchangedHolders
Q4 2025143,300$9.51M3.0%−25,150−14.9%ReducedHolders
Q3 2025168,450$5.81M1.9%+2,800+1.7%AddedHolders
Q2 2025165,650$2.62M1.0%−4,900−2.9%ReducedHolders
Q1 2025170,550$2.17M0.9%+14,675+9.4%AddedHolders
Q4 2024155,875$2.93M1.0%−4,150−2.6%ReducedHolders
Q3 2024160,025$3.10M1.1%+425+0.3%AddedHolders
Q2 2024159,600$4.15M1.5%−4,860−3.0%ReducedHolders
Q1 2024164,460$4.70M1.7%+2,610+1.6%AddedHolders
Q4 2023161,850$4.95M1.9%−2,900−1.8%ReducedHolders
Q3 2023164,750$4.43M2.2%+700+0.4%AddedHolders
Q2 2023164,050$5.85M2.6%+7,240+4.6%AddedHolders
Q1 2023156,810$3.98M2.0%+1,190+0.8%AddedHolders
Q4 2022155,620$6.31M3.6%−1,000−0.6%ReducedHolders
Q3 2022156,620$5.18M3.2%+3,000+2.0%AddedHolders
Q2 2022153,620$5.41M3.3%+3,400+2.3%AddedHolders
Q1 2022150,220$6.91M3.2%+4,260+2.9%AddedHolders
Q4 2021145,960$9.68M4.0%–No prior filingHolders