WEALTH EFFECTS LLC STXS — STEREOTAXIS INC

Ownership history in WEALTH EFFECTS LLC  ·  18 quarters on record

AI Ownership Summary

WEALTH EFFECTS LLC reported STEREOTAXIS INC (STXS) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows STXS at 0.04% 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 STXS 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 STEREOTAXIS INC, 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
2026 Q1

STXS was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

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 2026 Q1

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.

STXS stock page WEALTH EFFECTS LLC fund profile WEALTH EFFECTS LLC full holdings
How WEALTH EFFECTS LLC held STXS — position size vs. price
% of Fund (quarterly)    STXS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 68,500 -560 -0.8% 0.04% $126K 2026-04-21 $1.92
2025 Q4 REDUCED 8.0% -20.0% ✅ 69,060 -6,000 -8.0% 0.05% $159K 2026-01-26 $2.59
2025 Q3 UNCHANGED — — — 75,060 — 0% 0.08% $233K 2025-10-28 $2.97
2025 Q2 REDUCED — — — 75,060 -3,500 -4.5% 0.06% $159K 2025-07-15 $2.25
2025 Q1 REDUCED 8.7% +20.4% ❌ 78,560 -7,500 -8.7% 0.06% $138K 2025-04-23 $1.95
2024 Q4 ADDED — — — 86,060 +9,000 +11.7% 0.07% $196K 2025-01-22 $2.19
2024 Q3 ADDED — — — 77,060 +5,000 +6.9% 0.06% $157K 2024-10-21 $1.96
2024 Q2 UNCHANGED — — — 72,060 — 0% 0.05% $131K 2024-08-02 $1.80
2024 Q1 ADDED — — — 72,060 +2,500 +3.6% 0.07% $188K 2024-04-22 $2.50
2023 Q4 ADDED — — — 69,560 +500 +0.7% 0.05% $122K 2024-01-29 $2.12
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding STXS

As of 2026 Q1 — sorted by position size

TCFG WEALTH MANAGEMENT, LLC 0.04% THOMPSON DAVIS & CO., INC. 3Y 7Y 0.04% Daytona Street Capital LLC 0.01% Investors Research Corp 3Y 7Y 0.01% Tradewinds Capital Management, LLC 3Y 7Y 0.0% Benin Management CORP 3Y 7Y 0.0% Clayton Financial Group LLC 0.0% Roble, Belko & Company, Inc 3Y 7Y 0.0% Hickory Point Bank & Trust 0.0% Forum Financial Management, LP 3Y 0.0%

FAQ About WEALTH EFFECTS LLC and STXS

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 STXS?

WEALTH EFFECTS LLC reported STXS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for STXS was 0.08% in 2025 Q3.

What is the latest reported STXS position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH EFFECTS LLC reported 68,500 shares, equal to 0.04% of portfolio, with an estimated market value of $126K.

What does the chart on this STXS ownership page compare?

The chart compares WEALTH EFFECTS LLC's quarterly STXS 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 STXS position?

Based on 13F filing dates vs. subsequent STXS price moves, WEALTH EFFECTS LLC correctly timed 7 out of 14 reported position changes (50%). The annualised alpha on STXS relative to SPY over the holding period was -17.4%.

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