Wellington Shields Capital Management, LLC: BANC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on BANC, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 10,000 BANC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 10,000 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $204,300.
13F-HR 0001506071-26-000003 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,000 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $175,800.
13F-HR 0001506071-26-000002 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,000 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $192,900.
13F-HR 0001506071-26-000001 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,000 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $165,500.
13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,000 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $140,500.
13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,000 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $141,900.
13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,000 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $154,600.
13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,000 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $147,300.
13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).