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Wellington Shields Capital Management, LLC: AVGO position timeline

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

Wellington Shields Capital Management, LLC held 34,280 AVGO 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 34,280 shares
    Change vs previous 13F +6,858 shares

    1.05% of the 13F portfolio, value $12,949,267.

    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: 23,542 shares
    • Wellington Shields & Co., LLC: 10,738 shares

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

  2. period ended2026-03-31
    13F 27,422 shares
    Change vs previous 13F -5,845 shares

    0.8% of the 13F portfolio, value $8,487,261.

    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: 17,951 shares
    • Wellington Shields & Co., LLC: 9,471 shares

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

  3. period ended2025-12-31
    13F 33,267 shares
    Change vs previous 13F -218 shares

    1.06% of the 13F portfolio, value $11,513,688.

    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: 21,100 shares
    • Wellington Shields & Co., LLC: 12,167 shares

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

  4. period ended2025-09-30
    13F 33,485 shares
    Change vs previous 13F -365 shares

    1.06% of the 13F portfolio, value $11,046,922.

    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: 20,818 shares
    • Wellington Shields & Co., LLC: 12,667 shares

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

  5. period ended2025-06-30
    13F 33,850 shares
    Change vs previous 13F -3,704 shares

    0.99% of the 13F portfolio, value $9,330,889.

    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: 20,815 shares
    • Wellington Shields & Co., LLC: 13,035 shares

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

  6. period ended2025-03-31
    13F 37,554 shares
    Change vs previous 13F -686 shares

    0.72% of the 13F portfolio, value $6,287,636.

    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: 22,726 shares
    • Wellington Shields & Co., LLC: 14,828 shares

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

  7. period ended2024-12-31
    13F 38,240 shares
    Change vs previous 13F -29 shares

    0.99% of the 13F portfolio, value $8,865,627.

    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: 23,112 shares
    • Wellington Shields & Co., LLC: 15,128 shares

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

  8. period ended2024-09-30
    13F 38,269 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $6,601,395.

    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: 23,059 shares
    • Wellington Shields & Co., LLC: 15,210 shares

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