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Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

USA holding history

Liberty All Star Equity Fund 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.

USA overviewAll 13F holders of USAFull Q2 2026 holdings

Shares (Q2 2026)
76,244
Value
$443.0K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of USA by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202676,244$443.0K0.1%+2,000+2.7%AddedHolders
Q1 202674,244$412.1K0.1%+74,244NewHolders