Wellington Wealth Strategies, LLC.: JPST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Wealth Strategies, LLC. on JPST, newest first. How the timeline and the estimate are built.
Wellington Wealth Strategies, LLC. held 401,578 JPST shares at 2024-12-31 per its 13F-HR filed 2025-02-14.
the latest 13F is the newest step
- period ended2024-12-3113F 401,578 sharesChange vs previous 13F +307,388 shares
17.32% of the 13F portfolio, value $19,021,778.
13F-HR 0002007383-25-000001 filed by Wellington Wealth Strategies, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 94,190 sharesChange vs previous 13F +94,190 shares
3.62% of the 13F portfolio, value $4,765,072.
13F-HR 0002007383-24-000006 filed by Wellington Wealth Strategies, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 0 sharesChange vs previous 13F -57,172 shares
13F-HR 0002007383-24-000005 filed by Wellington Wealth Strategies, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-03-3113F 57,172 sharesChange vs previous 13F -3,252 shares
1.34% of the 13F portfolio, value $2,884,327.
13F-HR 0002007383-24-000003 filed by Wellington Wealth Strategies, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 60,424 sharesChange vs previous 13F not available
2.57% of the 13F portfolio, value $3,035,098.
13F-HR 0002007383-24-000002 filed by Wellington Wealth Strategies, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).