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Disclosery

Wellington Shields Capital Management, LLC: BE position timeline

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

Wellington Shields Capital Management, LLC held 157,747 BE 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 157,747 shares
    Change vs previous 13F -5,115 shares

    3.87% of the 13F portfolio, value $47,750,017.

    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: 154,875 shares
    • Wellington Shields & Co., LLC: 2,872 shares

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

  2. period ended2026-03-31
    13F 162,862 shares
    Change vs previous 13F -3,173 shares

    2.08% of the 13F portfolio, value $22,066,173.

    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: 159,575 shares
    • Wellington Shields & Co., LLC: 3,287 shares

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

  3. period ended2025-12-31
    13F 166,035 shares
    Change vs previous 13F -19,008 shares

    1.32% of the 13F portfolio, value $14,426,782.

    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: 162,550 shares
    • Wellington Shields & Co., LLC: 3,485 shares

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

  4. period ended2025-09-30
    13F 185,043 shares
    Change vs previous 13F +185,043 shares

    1.5% of the 13F portfolio, value $15,649,087.

    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: 181,175 shares
    • Wellington Shields & Co., LLC: 3,868 shares

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

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -30,000 shares

    13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 30,000 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $316,800.

    13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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