Wellington Wealth Strategies, LLC.: MSFT position timeline

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

Wellington Wealth Strategies, LLC. held 11,696 MSFT shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

period ended2024-12-31
13F 11,696 shares
Change vs previous 13F +11,696 shares
4.37% of the 13F portfolio, value $4,801,766.
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).
period ended2024-06-30
13F 0 shares
Change vs previous 13F -15,272 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.
period ended2024-03-31
13F 15,272 shares
Change vs previous 13F not available
2.99% of the 13F portfolio, value $6,425,318.
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).