SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / META

Wellington Wealth Strategies, LLC.’s Meta Platforms Inc Position

Does Wellington Wealth Strategies, LLC. own Meta Platforms Inc (META)? Not currently — the last reported position was 11.7K shares worth $7M in Q3 2024; the fund’s latest 13F (Q4 2024) no longer reports it.

Position Value
$7M
Q3 2024
Shares
11.7K
% of Portfolio
+5.03%
Quarters Held
3
position exited

Position History META

Reported value by quarter
Q4 ’23: $6MQ4 ’23Q1 ’24: $5MQ1 ’24Q3 ’24: $7MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202411.7K$7M+5.03%
Q1 202410.8K$5M+2.44%
Q4 202318.2K$6M+5.45%

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 META.