Skip to main content

Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

PD holding history

PagerDuty, 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.

PD overviewAll 13F holders of PDFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q4 2021
Holdings of PD by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−9,225−100.0%Sold outHolders
Q4 20239,225$213.6K0.1%−19,133−67.5%ReducedHolders
Q3 202328,358$637.8K0.3%−2,740−8.8%ReducedHolders
Q2 202331,098$699.1K0.3%−3,567−10.3%ReducedHolders
Q1 202334,665$1.21M0.6%−375−1.1%ReducedHolders
Q4 202235,040$930.7K0.5%−7,875−18.4%ReducedHolders
Q3 202242,915$990.0K0.6%+800+1.9%AddedHolders
Q2 202242,115$1.04M0.6%−4,320−9.3%ReducedHolders
Q1 202246,435$1.59M0.7%−175−0.4%ReducedHolders
Q4 202146,610$1.62M0.7%–No prior filingHolders