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Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

BLK holding history

BlackRock, 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.

BLK overviewAll 13F holders of BLKFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q2 2025
Holdings of BLK by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−384−100.0%Sold outHolders
Q4 2025384$411.0K0.1%+44+12.9%AddedHolders
Q3 2025340$396.4K0.1%00.0%UnchangedHolders
Q2 2025340$356.7K0.1%+340NewHolders