SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / STRA

Wellington Wealth Strategies, LLC.’s Strategic Ed Inc Position

Does Wellington Wealth Strategies, LLC. own Strategic Ed Inc (STRA)? Not currently — the last reported position was 2.7K shares worth $297,897 in Q2 2024; the fund’s latest 13F (Q4 2024) no longer reports it.

Position Value
$297,897
Q2 2024
Shares
2.7K
% of Portfolio
+1.25%
Quarters Held
1
position exited

Position History STRA

Reported value by quarter
Q2 ’24: $297,897Q2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20242.7K$297,897+1.25%

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 STRA.