Position in ESTC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$220,382
-$307,762 QoQ
Shares Held
3,865
-63.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#250
of 369 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESTC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WEALTH EFFECTS LLC holds $1,063,436 across 4 Software - Application names. ESTC ranks #4 (20.7% of the industry book) .
All Filings in ESTC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,382 | 3,865 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $528,144 | 10,565 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,769,218 | 23,452 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,339,781 | 27,693 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,353,481 | 27,908 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,563,674 | 28,773 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,853,504 | 28,800 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,763,177 | 22,970 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,931,913 | 16,960 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,336,700 | 13,335 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,200,818 | 10,655 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $865,774 | 10,657 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $611,833 | 9,542 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $470,727 | 8,130 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $416,892 | 8,095 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $740,141 | 10,317 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $609,503 | 9,007 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $692,653 | 7,787 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $537,903 | 4,370 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||