Wealth Effects LLC

SEC CIK: 0001907254
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

HSY holding history

Hershey Co 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.

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

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2024

Holdings of HSY by Wealth Effects LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−1,642−100.0%	Sold out	Holders
Q4 2024	1,642	$278.1K	0.1%	−625−27.6%	Reduced	Holders
Q3 2024	2,267	$434.8K	0.2%	+150+7.1%	Added	Holders
Q2 2024	2,117	$389.2K	0.1%	+2,117	New	Holders