Wellington Wealth Strategies, LLC.: XLE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Wealth Strategies, LLC. on XLE, newest first. How the timeline and the estimate are built.
Wellington Wealth Strategies, LLC. held 2,590 XLE shares at 2024-12-31 per its 13F-HR filed 2025-02-14.
the latest 13F is the newest step
- period ended2024-12-3113F 2,590 sharesChange vs previous 13F -4,821 shares
0.21% of the 13F portfolio, value $232,356.
13F-HR 0002007383-25-000001 filed by Wellington Wealth Strategies, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,411 sharesChange vs previous 13F +7,411 shares
0.5% of the 13F portfolio, value $656,540.
13F-HR 0002007383-24-000006 filed by Wellington Wealth Strategies, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 0 sharesChange vs previous 13F -8,320 shares
13F-HR 0002007383-24-000005 filed by Wellington Wealth Strategies, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-03-3113F 8,320 sharesChange vs previous 13F -7,284 shares
0.37% of the 13F portfolio, value $785,491.
13F-HR 0002007383-24-000003 filed by Wellington Wealth Strategies, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 15,604 sharesChange vs previous 13F not available
1.11% of the 13F portfolio, value $1,308,239.
13F-HR 0002007383-24-000002 filed by Wellington Wealth Strategies, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).