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Wellington Shields Capital Management, LLC: BLK position timeline

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

Wellington Shields Capital Management, LLC held 5,315 BLK 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 5,315 shares
    Change vs previous 13F -90 shares

    0.41% of the 13F portfolio, value $5,110,691.

    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: 4,015 shares
    • Wellington Shields & Co., LLC: 1,300 shares

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

  2. period ended2026-03-31
    13F 5,405 shares
    Change vs previous 13F +70 shares

    0.49% of the 13F portfolio, value $5,198,043.

    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: 4,015 shares
    • Wellington Shields & Co., LLC: 1,390 shares

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

  3. period ended2025-12-31
    13F 5,335 shares
    Change vs previous 13F +755 shares

    0.52% of the 13F portfolio, value $5,710,264.

    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: 3,917 shares
    • Wellington Shields & Co., LLC: 1,418 shares

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

  4. period ended2025-09-30
    13F 4,580 shares
    Change vs previous 13F +32 shares

    0.51% of the 13F portfolio, value $5,339,685.

    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: 3,242 shares
    • Wellington Shields & Co., LLC: 1,338 shares

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

  5. period ended2025-06-30
    13F 4,548 shares
    Change vs previous 13F -57 shares

    0.51% of the 13F portfolio, value $4,771,990.

    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: 3,242 shares
    • Wellington Shields & Co., LLC: 1,306 shares

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

  6. period ended2025-03-31
    13F 4,605 shares
    Change vs previous 13F -161 shares

    0.5% of the 13F portfolio, value $4,358,540.

    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: 3,227 shares
    • Wellington Shields & Co., LLC: 1,378 shares

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

  7. period ended2024-12-31
    13F 4,766 shares
    Change vs previous 13F -9 shares

    0.55% of the 13F portfolio, value $4,885,675.

    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: 3,432 shares
    • Wellington Shields & Co., LLC: 1,334 shares

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

  8. period ended2024-09-30
    13F 4,775 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $4,533,910.

    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: 3,427 shares
    • Wellington Shields & Co., LLC: 1,348 shares

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