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Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

EXP holding history

Eagle Materials 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.

EXP overviewAll 13F holders of EXPFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q4 2021
Holdings of EXP by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−1,001−100.0%Sold outHolders
Q1 20251,001$222.2K0.1%−1,099−52.3%ReducedHolders
Q4 20242,100$518.2K0.2%−2,800−57.1%ReducedHolders
Q3 20244,900$1.41M0.5%−1,716−25.9%ReducedHolders
Q2 20246,616$1.44M0.5%+966+17.1%AddedHolders
Q1 20245,650$1.54M0.6%−1,450−20.4%ReducedHolders
Q4 20237,100$1.44M0.5%−125−1.7%ReducedHolders
Q3 20237,225$1.20M0.6%−101−1.4%ReducedHolders
Q2 20237,326$1.37M0.6%00.0%UnchangedHolders
Q1 20237,326$1.08M0.6%00.0%UnchangedHolders
Q4 20227,326$973.3K0.6%−2,500−25.4%ReducedHolders
Q3 20229,826$1.05M0.6%00.0%UnchangedHolders
Q2 20229,826$1.08M0.7%00.0%UnchangedHolders
Q1 20229,826$1.26M0.6%−125−1.3%ReducedHolders
Q4 20219,951$1.66M0.7%–No prior filingHolders