WEALTH EFFECTS LLC AVDL β€” AVADEL PHARMACEUTICALS PLC

Ownership history in WEALTH EFFECTS LLC  Β·  17 quarters on record

AI Ownership Summary

WEALTH EFFECTS LLC reported AVADEL PHARMACEUTICALS PLC (AVDL) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 14.11% in 2024 Q1. The latest visible filing shows AVDL at 12.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVDL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH EFFECTS LLC's position in AVADEL PHARMACEUTICALS PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AVDL was reported at 12.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.11% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WEALTH EFFECTS LLC held AVDL β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” β€” β€” 1,891,917 -396,896 -17.3% 12.75% $40.8M 2026-01-26 $21.52
2025 Q3 REDUCED β€” β€” β€” 2,288,813 -66,009 -2.8% 11.24% $35.0M 2025-10-28 $18.59
2025 Q2 REDUCED β€” β€” β€” 2,354,822 -14,300 -0.6% 7.80% $20.8M 2025-07-15 $10.38
2025 Q1 ADDED β€” β€” β€” 2,369,122 +24,992 +1.1% 7.79% $18.6M 2025-04-23 $8.31
2024 Q4 ADDED β€” β€” β€” 2,344,130 +110,359 +4.9% 8.75% $24.6M 2025-01-22 $8.00
2024 Q3 REDUCED β€” β€” β€” 2,233,771 -34,084 -1.5% 10.26% $29.3M 2024-10-21 $13.42
2024 Q2 ADDED β€” β€” β€” 2,267,855 +3,629 +0.2% 11.56% $31.9M 2024-08-02 $16.33
2024 Q1 REDUCED β€” β€” β€” 2,264,226 -152,100 -6.3% 14.11% $38.2M 2024-04-22 $17.30
2023 Q4 ADDED β€” β€” β€” 2,416,326 +7,037 +0.3% 12.83% $34.1M 2024-01-29 $14.60
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding AVDL

As of 2026 Q1 β€” sorted by position size

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FAQ About WEALTH EFFECTS LLC and AVDL

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH EFFECTS LLC reported owning AVDL?

WEALTH EFFECTS LLC reported AVDL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVDL position in WEALTH EFFECTS LLC's portfolio?

The largest reported portfolio weight for AVDL was 14.11% in 2024 Q1.

What is the latest reported AVDL position on this page?

The most recent filing on this page is 2025 Q4, when WEALTH EFFECTS LLC reported 1,891,917 shares, equal to 12.75% of portfolio, with an estimated market value of $40.8M.

What does the chart on this AVDL ownership page compare?

The chart compares WEALTH EFFECTS LLC's quarterly AVDL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEALTH EFFECTS LLC time their AVDL position?

Based on 13F filing dates vs. subsequent AVDL price moves, WEALTH EFFECTS LLC correctly timed 9 out of 16 reported position changes (56%). The annualised alpha on AVDL relative to SPY over the holding period was +21.0%.

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