Wellington Wealth Strategies, LLC.: MA position timeline

Wellington Wealth Strategies, LLC. held 1,578 MA 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 1,578 shares

   Change vs previous 13F -345 shares

   0.81% of the 13F portfolio, value $893,637.

   13F-HR 0002007383-25-000001 filed by Wellington Wealth Strategies, LLC.
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 1,923 shares

   Change vs previous 13F +1,923 shares

   0.73% of the 13F portfolio, value $960,712.

   13F-HR 0002007383-24-000006 filed by Wellington Wealth Strategies, LLC.
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 0 shares

   Change vs previous 13F -1,098 shares

   13F-HR 0002007383-24-000005 filed by Wellington Wealth Strategies, LLC.
   Filed 2024-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

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

4. period ended2024-03-31

   13F 1,098 shares

   Change vs previous 13F +262 shares

   0.25% of the 13F portfolio, value $528,764.

   13F-HR 0002007383-24-000003 filed by Wellington Wealth Strategies, LLC.
   Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 836 shares

   Change vs previous 13F not available

   0.3% of the 13F portfolio, value $356,562.

   13F-HR 0002007383-24-000002 filed by Wellington Wealth Strategies, LLC.
   Filed 2024-02-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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