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Wellington Shields Capital Management, LLC: BNY position timeline

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

Wellington Shields Capital Management, LLC held 9,690 BNY 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 9,690 shares
    Change vs previous 13F +2,000 shares

    0.11% of the 13F portfolio, value $1,401,271.

    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: 4,950 shares
    • Wellington Shields & Co., LLC: 4,740 shares

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

  2. period ended2026-03-31
    13F 7,690 shares
    Change vs previous 13F +1,200 shares

    0.09% of the 13F portfolio, value $912,265.

    13F-HR 0001506073-26-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 2,950 shares
    • Wellington Shields & Co., LLC: 4,740 shares

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

  3. period ended2025-12-31
    13F 6,490 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $753,425.

    13F-HR 0001506073-26-000001 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 1,750 shares
    • Wellington Shields & Co., LLC: 4,740 shares

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

  4. period ended2025-09-30
    13F 6,490 shares
    Change vs previous 13F -750 shares

    0.07% of the 13F portfolio, value $707,150.

    13F-HR 0001506073-25-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 1,750 shares
    • Wellington Shields & Co., LLC: 4,740 shares

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

  5. period ended2025-06-30
    13F 7,240 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $659,636.

    13F-HR 0000825293-25-000007 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 2,500 shares
    • Wellington Shields & Co., LLC: 4,740 shares

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

  6. period ended2025-03-31
    13F 7,240 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $607,219.

    13F-HR 0000825293-25-000004 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 2,500 shares
    • Wellington Shields & Co., LLC: 4,740 shares

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

  7. period ended2024-12-31
    13F 7,240 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $556,249.

    13F-HR 0001506071-25-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 2,500 shares
    • Wellington Shields & Co., LLC: 4,740 shares

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

  8. period ended2024-09-30
    13F 7,240 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $520,266.

    13F-HR 0001506071-24-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 2,500 shares
    • Wellington Shields & Co., LLC: 4,740 shares

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