Wealth Effects LLC

SEC CIK: 0001907254
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

PPLT holding history

abrdn Platinum ETF Trust 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.

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

Shares (Q2 2026): 10,000
Value: $141.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of PPLT by Wealth Effects LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,000	$141.3K	<0.1%	+10,000	New	Holders
Q1 2026	0	$0	0.0%	−2,000−100.0%	Sold out	Holders
Q4 2025	2,000	$372.9K	0.1%	+500+33.3%	Added	Holders
Q3 2025	1,500	$214.3K	0.1%	+1,500	New	Holders