SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / DHI

Wellington Wealth Strategies, LLC.’s D R Horton Inc Position

Does Wellington Wealth Strategies, LLC. own D R Horton Inc (DHI)? Not currently — the last reported position was 2.0K shares worth $287,779 in Q2 2024; the fund’s latest 13F (Q4 2024) no longer reports it.

Position Value
$287,779
Q2 2024
Shares
2.0K
% of Portfolio
+1.21%
Quarters Held
2
position exited

Position History DHI

Reported value by quarter
Q4 ’23: $339,067Q4 ’23Q2 ’24: $287,779Q2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20242.0K$287,779+1.21%
Q4 20232.2K$339,067+0.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wellington Wealth Strategies, LLC.’s full portfolio or all institutional holders of DHI.