Wellington Shields Capital Management, LLC: BA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on BA, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 62,174 BA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 62,174 sharesChange vs previous 13F -3,618 shares
1.09% of the 13F portfolio, value $13,458,836.
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: 55,467 shares
- Wellington Shields & Co., LLC: 6,707 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 65,792 sharesChange vs previous 13F +7,276 shares
1.24% of the 13F portfolio, value $13,094,610.
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: 58,550 shares
- Wellington Shields & Co., LLC: 7,242 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 58,516 sharesChange vs previous 13F +6,728 shares
1.16% of the 13F portfolio, value $12,705,025.
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: 51,127 shares
- Wellington Shields & Co., LLC: 7,389 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 51,788 sharesChange vs previous 13F +3,489 shares
1.07% of the 13F portfolio, value $11,177,434.
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: 44,814 shares
- Wellington Shields & Co., LLC: 6,974 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 48,299 sharesChange vs previous 13F -2,427 shares
1.07% of the 13F portfolio, value $10,120,119.
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: 41,340 shares
- Wellington Shields & Co., LLC: 6,959 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 50,726 sharesChange vs previous 13F +12,398 shares
0.99% of the 13F portfolio, value $8,651,343.
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: 42,720 shares
- Wellington Shields & Co., LLC: 8,006 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 38,328 sharesChange vs previous 13F +3,945 shares
0.76% of the 13F portfolio, value $6,784,081.
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: 31,822 shares
- Wellington Shields & Co., LLC: 6,506 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 34,383 sharesChange vs previous 13F not available
0.58% of the 13F portfolio, value $5,227,613.
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: 27,105 shares
- Wellington Shields & Co., LLC: 7,278 shares
Acceptance time not in the bulk data set (spec §4.2).