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Disclosery

Wellington Wealth Strategies, LLC.: ADP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Wealth Strategies, LLC. on ADP, newest first. How the timeline and the estimate are built.

Wellington Wealth Strategies, LLC. held 5,220 ADP shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 5,220 shares
    Change vs previous 13F -1,040 shares

    1.47% of the 13F portfolio, value $1,619,348.

    13F-HR 0002007383-25-000001 filed by Wellington Wealth Strategies, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 6,260 shares
    Change vs previous 13F +6,260 shares

    1.37% of the 13F portfolio, value $1,810,706.

    13F-HR 0002007383-24-000006 filed by Wellington Wealth Strategies, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -8,108 shares

    13F-HR 0002007383-24-000003 filed by Wellington Wealth Strategies, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2023-12-31
    13F 8,108 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $1,889,031.

    13F-HR 0002007383-24-000002 filed by Wellington Wealth Strategies, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).