Wealth Effects LLC
- SEC CIK
- 0001907254
- Latest filing
- Aug 6, 2026
LPTH holding history
Lightpath Technologies 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.
LPTH overviewAll 13F holders of LPTHFull Q2 2026 holdings
- Shares (Q2 2026)
- 114,250
- Value
- $1.87M
- % of portfolio
- 0.5%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 114,250 | $1.87M | 0.5% | −1,250−1.1% | Reduced | Holders |
| Q1 2026 | 115,500 | $1.16M | 0.4% | −5,000−4.1% | Reduced | Holders |
| Q4 2025 | 120,500 | $1.30M | 0.4% | −28,750−19.3% | Reduced | Holders |
| Q3 2025 | 149,250 | $1.18M | 0.4% | +13,250+9.7% | Added | Holders |
| Q2 2025 | 136,000 | $418.9K | 0.2% | +7,500+5.8% | Added | Holders |
| Q1 2025 | 128,500 | $258.3K | 0.1% | +82,000+176.3% | Added | Holders |
| Q4 2024 | 46,500 | $164.1K | 0.1% | +46,500 | New | Holders |