SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / V

Wellington Wealth Strategies, LLC.’s Visa Inc Position

Does Wellington Wealth Strategies, LLC. own Visa Inc (V)? Yes — 3.1K shares worth $1M (+1.01% of its 13F portfolio) as of Q4 2024, down from 4.6K shares the prior filed quarter.

Position Value
$1M
Q4 2024
Shares
3.1K
% of Portfolio
+1.01%
Quarters Held
4
currently held

Position History V

Reported value by quarter
Q4 ’23: $949,062Q4 ’23Q1 ’24: $920,645Q1 ’24Q3 ’24: $1MQ3 ’24Q4 ’24: $1MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20243.1K$1M+1.01%
Q3 20244.6K$1M+1.01%
Q1 20243.3K$920,645+0.43%
Q4 20233.6K$949,062+0.80%

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 V.