Skip to content

Wellington Wealth Strategies, LLC.: VONV position timeline

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

Wellington Wealth Strategies, LLC. held 2,728 VONV 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 2,728 shares
    Change vs previous 13F +2,728 shares

    0.21% of the 13F portfolio, value $233,311.

    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 0 shares
    Change vs previous 13F -4,917 shares

    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).

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

  3. period ended2024-06-30
    13F 4,917 shares
    Change vs previous 13F +2,158 shares

    1.62% of the 13F portfolio, value $376,473.

    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).

  4. period ended2024-03-31
    13F 2,759 shares
    Change vs previous 13F -1,845 shares

    0.1% of the 13F portfolio, value $216,957.

    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 4,604 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $334,007.

    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).