Wealth Effects LLC
- SEC CIK
- 0001907254
- Latest filing
- Aug 6, 2026
S holding history
SentinelOne, 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.
S overviewAll 13F holders of SFull Q2 2026 holdings
- Shares (Q2 2026)
- 37,650
- Value
- $638.9K
- % of portfolio
- 0.2%
- Quarters held
- 14
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 37,650 | $638.9K | 0.2% | +650+1.8% | Added | Holders |
| Q1 2026 | 37,000 | $476.6K | 0.2% | −500−1.3% | Reduced | Holders |
| Q4 2025 | 37,500 | $562.5K | 0.2% | −19,450−34.2% | Reduced | Holders |
| Q3 2025 | 56,950 | $1.00M | 0.3% | −4,000−6.6% | Reduced | Holders |
| Q2 2025 | 60,950 | $1.11M | 0.4% | −800−1.3% | Reduced | Holders |
| Q1 2025 | 61,750 | $1.12M | 0.5% | −10,150−14.1% | Reduced | Holders |
| Q4 2024 | 71,900 | $1.60M | 0.6% | −3,350−4.5% | Reduced | Holders |
| Q3 2024 | 75,250 | $1.80M | 0.6% | −300−0.4% | Reduced | Holders |
| Q2 2024 | 75,550 | $1.59M | 0.6% | −10,300−12.0% | Reduced | Holders |
| Q1 2024 | 85,850 | $2.00M | 0.7% | +3,160+3.8% | Added | Holders |
| Q4 2023 | 82,690 | $2.27M | 0.9% | +2,600+3.2% | Added | Holders |
| Q3 2023 | 80,090 | $1.35M | 0.7% | +6,890+9.4% | Added | Holders |
| Q2 2023 | 73,200 | $1.11M | 0.5% | +41,160+128.5% | Added | Holders |
| Q1 2023 | 32,040 | $524.2K | 0.3% | +32,040 | New | Holders |