SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / FDS

Wellington Wealth Strategies, LLC.’s Factset Resh Sys Inc Position

Does Wellington Wealth Strategies, LLC. own Factset Resh Sys Inc (FDS)? Yes — 3.2K shares worth $1M (+1.36% of its 13F portfolio) as of Q4 2024, up from 2.6K shares the prior filed quarter.

Position Value
$1M
Q4 2024
Shares
3.2K
% of Portfolio
+1.36%
Quarters Held
2
currently held

Position History FDS

Reported value by quarter
Q1 ’24: $1MQ1 ’24Q4 ’24: $1MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20243.2K$1M+1.36%
Q1 20242.6K$1M+0.54%

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 FDS.