Wellington Shields Capital Management, LLC: BIL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on BIL, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 5,783 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 5,783 sharesChange vs previous 13F -3,720 shares
0.04% of the 13F portfolio, value $529,954.
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: 5,684 shares
- Wellington Shields & Co., LLC: 99 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,503 sharesChange vs previous 13F +3,819 shares
0.08% of the 13F portfolio, value $870,855.
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: 9,404 shares
- Wellington Shields & Co., LLC: 99 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,684 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $519,404.
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: 5,585 shares
- Wellington Shields & Co., LLC: 99 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,684 sharesChange vs previous 13F -2,693 shares
0.05% of the 13F portfolio, value $521,507.
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: 5,585 shares
- Wellington Shields & Co., LLC: 99 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,377 sharesChange vs previous 13F -4,222 shares
0.08% of the 13F portfolio, value $768,422.
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: 8,278 shares
- Wellington Shields & Co., LLC: 99 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,599 sharesChange vs previous 13F +2,800 shares
0.13% of the 13F portfolio, value $1,155,706.
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: 12,500 shares
- Wellington Shields & Co., LLC: 99 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,799 sharesChange vs previous 13F +3,200 shares
0.1% of the 13F portfolio, value $895,923.
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: 9,700 shares
- Wellington Shields & Co., LLC: 99 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,599 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $605,854.
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: 6,500 shares
- Wellington Shields & Co., LLC: 99 shares
Acceptance time not in the bulk data set (spec §4.2).