Wealth Effects LLC has filed its 13F-HR report for the third quarter of 2026, revealing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and market positioning.
Background
Wealth Effects LLC is an institutional investment manager based in Boston, Massachusetts. The firm is categorized as an "other" entity type and is not publicly traded, meaning it does not have a ticker symbol or exchange listing. The company has made several recent filings, including a 13F-HR on August 6, 2026, and another on April 21, 2026.
What the Filing Says
The filing, which was made on October 23, 2026, indicates that it was accepted on the same day. The report covers the period ending September 30, 2026. However, specific details regarding the holdings or investment strategies were not disclosed in this filing.
Impact
This filing may impact various stakeholders, including investors, analysts, and competitors in the asset management sector. Understanding Wealth Effects' investment choices can provide insights into broader market trends and strategies employed by similar firms.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR filing was submitted on October 23, 2026, and accepted on the same day at 09:32:37. The report specifically covers the period ending September 30, 2026, and includes two documents related to the filing.
Company Information
Wealth Effects LLC is incorporated in Massachusetts with a Central Index Key (CIK) of 0001907254. The firm has an Employer Identification Number (EIN) of 871225689 and a fiscal year that ends on December 31. The business address for Wealth Effects LLC is 256 Franklin Street, Suite 1702, Boston, MA 02110, with a contact number of 617-465-2560.
Document Format Files
The filing includes several document format files, including the primary document in both HTML and XML formats, as well as an information table. The information table is available in both HTML and XML formats, with the XML file being 192,734 bytes in size.
Missing Information
The filing does not include specific details about the investment holdings or strategies employed by Wealth Effects LLC, which limits the insights that can be drawn regarding their market approach or asset allocation.