Wealth Effects LLC

SEC CIK: 0001907254
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

XYZ holding history

Block, 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.

XYZ overview All 13F holders of XYZ Full Q2 2026 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of XYZ by Wealth Effects LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−3,006−100.0%	Sold out	Holders
Q1 2022	3,006	$408.0K	0.2%	−500−14.3%	Reduced	Holders
Q4 2021	3,506	$566.0K	0.2%	–	No prior filing	Holders