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Livermore
Livermore
ZHEN

Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

STT holding history

State Street Corp 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.

STT overviewAll 13F holders of STTFull Q2 2026 holdings

Shares (Q2 2026)
4,754
Value
$806.3K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of STT by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,754$806.3K0.2%−800−14.4%ReducedHolders
Q1 20265,554$702.9K0.2%00.0%UnchangedHolders
Q4 20255,554$716.5K0.2%00.0%UnchangedHolders
Q3 20255,554$644.3K0.2%00.0%UnchangedHolders
Q2 20255,554$590.6K0.2%00.0%UnchangedHolders
Q1 20255,554$497.3K0.2%00.0%UnchangedHolders
Q4 20245,554$545.1K0.2%00.0%UnchangedHolders
Q3 20245,554$491.4K0.2%00.0%UnchangedHolders
Q2 20245,554$411.0K0.1%00.0%UnchangedHolders
Q1 20245,554$429.4K0.2%00.0%UnchangedHolders
Q4 20235,554$430.2K0.2%00.0%UnchangedHolders
Q3 20235,554$371.9K0.2%00.0%UnchangedHolders
Q2 20235,554$406.4K0.2%00.0%UnchangedHolders
Q1 20235,554$420.4K0.2%00.0%UnchangedHolders
Q4 20225,554$430.8K0.2%−100−1.8%ReducedHolders
Q3 20225,654$344.0K0.2%00.0%UnchangedHolders
Q2 20225,654$349.0K0.2%00.0%UnchangedHolders
Q1 20225,654$493.0K0.2%00.0%UnchangedHolders
Q4 20215,654$526.0K0.2%–No prior filingHolders