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Wellington Shields Capital Management, LLC: ACN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on ACN, newest first. How the timeline and the estimate are built.

Wellington Shields Capital Management, LLC held 3,687 ACN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,687 shares
    Change vs previous 13F -4,026 shares

    0.04% of the 13F portfolio, value $458,810.

    13F-HR 0001506071-26-000003 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 3,000 shares
    • Wellington Shields & Co., LLC: 687 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,713 shares
    Change vs previous 13F -35 shares

    0.14% of the 13F portfolio, value $1,529,411.

    13F-HR 0001506071-26-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 7,100 shares
    • Wellington Shields & Co., LLC: 613 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,748 shares
    Change vs previous 13F -195 shares

    0.19% of the 13F portfolio, value $2,078,789.

    13F-HR 0001506071-26-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 7,135 shares
    • Wellington Shields & Co., LLC: 613 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,943 shares
    Change vs previous 13F -4,515 shares

    0.19% of the 13F portfolio, value $1,958,744.

    13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 7,270 shares
    • Wellington Shields & Co., LLC: 673 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,458 shares
    Change vs previous 13F -2,333 shares

    0.39% of the 13F portfolio, value $3,723,571.

    13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 11,770 shares
    • Wellington Shields & Co., LLC: 688 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,791 shares
    Change vs previous 13F -2,831 shares

    0.53% of the 13F portfolio, value $4,615,384.

    13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 14,020 shares
    • Wellington Shields & Co., LLC: 771 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,622 shares
    Change vs previous 13F -1,425 shares

    0.7% of the 13F portfolio, value $6,199,244.

    13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 17,220 shares
    • Wellington Shields & Co., LLC: 402 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,047 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $6,732,734.

    13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 18,520 shares
    • Wellington Shields & Co., LLC: 527 shares

    Acceptance time not in the bulk data set (spec §4.2).