Wealth Effects LLC
- SEC CIK
- 0001907254
- Latest filing
- Aug 6, 2026
STXS holding history
Stereotaxis, 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.
STXS overviewAll 13F holders of STXSFull Q2 2026 holdings
- Shares (Q2 2026)
- 68,500
- Value
- $117.8K
- % of portfolio
- <0.1%
- Quarters held
- 19
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 68,500 | $117.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 68,500 | $126.0K | <0.1% | −560−0.8% | Reduced | Holders |
| Q4 2025 | 69,060 | $158.8K | <0.1% | −6,000−8.0% | Reduced | Holders |
| Q3 2025 | 75,060 | $233.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 75,060 | $159.1K | 0.1% | −3,500−4.5% | Reduced | Holders |
| Q1 2025 | 78,560 | $138.3K | 0.1% | −7,500−8.7% | Reduced | Holders |
| Q4 2024 | 86,060 | $196.2K | 0.1% | +9,000+11.7% | Added | Holders |
| Q3 2024 | 77,060 | $157.2K | 0.1% | +5,000+6.9% | Added | Holders |
| Q2 2024 | 72,060 | $131.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 72,060 | $188.1K | 0.1% | +2,500+3.6% | Added | Holders |
| Q4 2023 | 69,560 | $121.7K | <0.1% | +500+0.7% | Added | Holders |
| Q3 2023 | 69,060 | $109.1K | 0.1% | +9,500+16.0% | Added | Holders |
| Q2 2023 | 59,560 | $91.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 59,560 | $121.5K | 0.1% | +11,300+23.4% | Added | Holders |
| Q4 2022 | 48,260 | $99.9K | 0.1% | −400−0.8% | Reduced | Holders |
| Q3 2022 | 48,660 | $88.0K | 0.1% | +17,100+54.2% | Added | Holders |
| Q2 2022 | 31,560 | $58.0K | <0.1% | +800+2.6% | Added | Holders |
| Q1 2022 | 30,760 | $115.0K | 0.1% | +1,700+5.8% | Added | Holders |
| Q4 2021 | 29,060 | $180.0K | 0.1% | – | No prior filing | Holders |