Wealth Effects LLC

SEC CIK: 0001907254
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

CCLD holding history

CareCloud, 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.

CCLD overview All 13F holders of CCLD Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2024

Holdings of CCLD by Wealth Effects LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−12,857−100.0%	Sold out	Holders
Q3 2024	12,857	$33.9K	<0.1%	−75−0.6%	Reduced	Holders
Q2 2024	12,932	$24.8K	<0.1%	00.0%	Unchanged	Holders
Q1 2024	12,932	$15.0K	<0.1%	+12,932	New	Holders