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Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

WBS holding history

Webster Financial 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.

WBS overviewAll 13F holders of WBSFull Q2 2026 holdings

Shares (Q2 2026)
2,920
Value
$223.2K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of WBS by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,920$223.2K0.1%−131−4.3%ReducedHolders
Q1 20263,051$211.8K0.1%+3,051NewHolders