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Wellington Shields Capital Management, LLC: AVR position timeline

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

Wellington Shields Capital Management, LLC held 39,534 AVR 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 39,534 shares
    Change vs previous 13F +12,250 shares

    0.09% of the 13F portfolio, value $389,410.

    13F-HR 0001506073-26-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 27,284 shares
    Change vs previous 13F +138 shares

    0.04% of the 13F portfolio, value $151,426.

    13F-HR 0001506073-26-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 27,146 shares
    Change vs previous 13F -1,020 shares

    0.03% of the 13F portfolio, value $135,459.

    13F-HR 0001506073-26-000001 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 28,166 shares
    Change vs previous 13F -850 shares

    0.03% of the 13F portfolio, value $126,747.

    13F-HR 0001506073-25-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 29,016 shares
    Change vs previous 13F +3,000 shares

    0.03% of the 13F portfolio, value $109,971.

    13F-HR 0000825293-25-000007 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 26,016 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $94,698.

    13F-HR 0000825293-25-000004 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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