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Wellington Shields Capital Management, LLC: APO position timeline

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

Wellington Shields Capital Management, LLC held 67,122 APO 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 67,122 shares
    Change vs previous 13F -7,320 shares

    0.64% of the 13F portfolio, value $7,941,202.

    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: 48,133 shares
    • Wellington Shields & Co., LLC: 18,989 shares

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

  2. period ended2026-03-31
    13F 74,442 shares
    Change vs previous 13F -21,655 shares

    0.78% of the 13F portfolio, value $8,294,276.

    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: 55,222 shares
    • Wellington Shields & Co., LLC: 19,220 shares

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

  3. period ended2025-12-31
    13F 96,097 shares
    Change vs previous 13F +5,658 shares

    1.27% of the 13F portfolio, value $13,910,907.

    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: 75,421 shares
    • Wellington Shields & Co., LLC: 20,676 shares

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

  4. period ended2025-09-30
    13F 90,439 shares
    Change vs previous 13F +7,107 shares

    1.16% of the 13F portfolio, value $12,052,842.

    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: 71,731 shares
    • Wellington Shields & Co., LLC: 18,708 shares

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

  5. period ended2025-06-30
    13F 83,332 shares
    Change vs previous 13F +2,966 shares

    1.25% of the 13F portfolio, value $11,822,395.

    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: 64,921 shares
    • Wellington Shields & Co., LLC: 18,411 shares

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

  6. period ended2025-03-31
    13F 80,366 shares
    Change vs previous 13F +11,437 shares

    1.26% of the 13F portfolio, value $11,005,277.

    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: 63,550 shares
    • Wellington Shields & Co., LLC: 16,816 shares

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

  7. period ended2024-12-31
    13F 68,929 shares
    Change vs previous 13F +1,140 shares

    1.28% of the 13F portfolio, value $11,384,237.

    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: 53,323 shares
    • Wellington Shields & Co., LLC: 15,606 shares

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

  8. period ended2024-09-30
    13F 67,789 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $8,467,530.

    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: 52,224 shares
    • Wellington Shields & Co., LLC: 15,565 shares

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