Wellington Wealth Strategies, LLC.: XLF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Wealth Strategies, LLC. on XLF, newest first. How the timeline and the estimate are built.
Wellington Wealth Strategies, LLC. held 4,060 XLF shares at 2024-12-31 per its 13F-HR filed 2025-02-14.
the latest 13F is the newest step
- period ended2024-12-3113F 4,060 sharesChange vs previous 13F -504 shares
0.19% of the 13F portfolio, value $209,910.
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 4,564 sharesChange vs previous 13F +4,564 shares
0.16% of the 13F portfolio, value $212,137.
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 -5,105 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 5,105 sharesChange vs previous 13F -9,586 shares
0.1% of the 13F portfolio, value $215,018.
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 14,691 sharesChange vs previous 13F not available
0.47% of the 13F portfolio, value $552,368.
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).