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Disclosery

Wellington Wealth Strategies, LLC.: FIAX position timeline

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

Wellington Wealth Strategies, LLC. held 0 FIAX shares at 2024-06-30 per its 13F-HR filed 2024-08-15.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -10,612 shares

    13F-HR 0002007383-24-000005 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.

  2. period ended2024-03-31
    13F 10,612 shares
    Change vs previous 13F -5,470 shares

    0.79% of the 13F portfolio, value $1,696,010.

    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).

  3. period ended2023-12-31
    13F 16,082 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $2,136,333.

    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).