Wellington Wealth Strategies, LLC.: PSA position timeline

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

Wellington Wealth Strategies, LLC. held 0 PSA shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

period ended2024-09-30
13F 0 shares
Change vs previous 13F -1,427 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2024-06-30
13F 1,427 shares
Change vs previous 13F +1,427 shares
1.76% of the 13F portfolio, value $410,608.
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).
period ended2024-03-31
13F 0 shares
Change vs previous 13F -1,196 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2023-12-31
13F 1,196 shares
Change vs previous 13F not available
0.31% of the 13F portfolio, value $364,703.
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).