Skip to content

Wellington Wealth Strategies, LLC.: NVDA position timeline

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

Wellington Wealth Strategies, LLC. held 40,307 NVDA 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 40,307 shares
    Change vs previous 13F -4,889 shares

    4.97% of the 13F portfolio, value $5,453,147.

    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 ended2024-09-30
    13F 45,196 shares
    Change vs previous 13F +45,196 shares

    4.55% of the 13F portfolio, value $6,000,278.

    13F-HR 0002007383-24-000006 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 ended2024-06-30
    13F 0 shares
    Change vs previous 13F -2,813 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.

  4. period ended2024-03-31
    13F 2,813 shares
    Change vs previous 13F -367 shares

    1.18% of the 13F portfolio, value $2,541,504.

    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).

  5. period ended2023-12-31
    13F 3,180 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $1,574,749.

    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).