Wealth Effects LLC
- SEC CIK
- 0001907254
- Latest filing
- Aug 6, 2026
CMI holding history
Cummins 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.
CMI overviewAll 13F holders of CMIFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 14
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −511−100.0% | Sold out | Holders |
| Q4 2025 | 511 | $260.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 511 | $215.8K | 0.1% | +511 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −1,011−100.0% | Sold out | Holders |
| Q4 2024 | 1,011 | $352.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 1,011 | $327.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 1,011 | $279.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 1,011 | $297.8K | 0.1% | +1+0.1% | Added | Holders |
| Q4 2023 | 1,010 | $242.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 1,010 | $230.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 1,010 | $247.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 1,010 | $241.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 1,010 | $244.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 1,010 | $206.0K | 0.1% | +1,010 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −1,010−100.0% | Sold out | Holders |
| Q1 2022 | 1,010 | $207.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 1,010 | $220.0K | 0.1% | – | No prior filing | Holders |