Skip to main content

Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

MMM holding history

3M 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.

MMM overviewAll 13F holders of MMMFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2021
Holdings of MMM by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−1,804−100.0%Sold outHolders
Q4 20221,804$216.4K0.1%+1,804NewHolders
Q3 20220$00.0%−1,626−100.0%Sold outHolders
Q2 20221,626$210.0K0.1%+2+0.1%AddedHolders
Q1 20221,624$242.0K0.1%+3+0.2%AddedHolders
Q4 20211,621$288.0K0.1%–No prior filingHolders