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Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

BST holding history

BlackRock Science & Technology Trust 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.

BST overviewAll 13F holders of BSTFull Q2 2026 holdings

Shares (Q2 2026)
16,755
Value
$849.7K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of BST by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,755$849.7K0.2%+16+0.1%AddedHolders
Q1 202616,739$608.5K0.2%−190−1.1%ReducedHolders
Q4 202516,929$686.3K0.2%+26+0.2%AddedHolders
Q3 202516,903$699.1K0.2%+2,218+15.1%AddedHolders
Q2 202514,685$560.5K0.2%−2,475−14.4%ReducedHolders
Q1 202517,160$566.1K0.2%+62+0.4%AddedHolders
Q4 202417,098$625.1K0.2%−158−0.9%ReducedHolders
Q3 202417,256$611.6K0.2%−1,034−5.7%ReducedHolders
Q2 202418,290$688.8K0.2%−3,139−14.6%ReducedHolders
Q1 202421,429$791.2K0.3%−962−4.3%ReducedHolders
Q4 202322,391$753.7K0.3%+47+0.2%AddedHolders
Q3 202322,344$701.8K0.3%−257−1.1%ReducedHolders
Q2 202322,601$778.4K0.3%+182+0.8%AddedHolders
Q1 202322,419$725.0K0.4%−818−3.5%ReducedHolders
Q4 202223,237$659.2K0.4%−5,142−18.1%ReducedHolders
Q3 202228,379$834.0K0.5%−2,851−9.1%ReducedHolders
Q2 202231,230$1.01M0.6%−1,118−3.5%ReducedHolders
Q1 202232,348$1.40M0.7%−826−2.5%ReducedHolders
Q4 202133,174$1.66M0.7%–No prior filingHolders