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Disclosery

Wellington Wealth Strategies, LLC.: INTU position timeline

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

Wellington Wealth Strategies, LLC. held 2,835 INTU 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 2,835 shares
    Change vs previous 13F +2,835 shares

    1.51% of the 13F portfolio, value $1,655,357.

    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 ended2024-06-30
    13F 0 shares
    Change vs previous 13F -3,002 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.

  3. period ended2024-03-31
    13F 3,002 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,951,071.

    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).