Wellington Shields Capital Management, LLC: BRK-B position timeline

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

Wellington Shields Capital Management, LLC held 14,894 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 14,894 shares
Change vs previous 13F +112 shares
0.6% of the 13F portfolio, value $7,452,809.
13F-HR 0001506073-26-000003 filed by Wellington Shields & Co., LLC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Wellington Shields Capital Management, LLC: 5,669 shares
- Wellington Shields & Co., LLC: 9,225 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 14,782 shares
Change vs previous 13F +368 shares
0.67% of the 13F portfolio, value $7,083,534.
13F-HR 0001506073-26-000002 filed by Wellington Shields & Co., LLC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Wellington Shields Capital Management, LLC: 5,627 shares
- Wellington Shields & Co., LLC: 9,155 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 14,414 shares
Change vs previous 13F +386 shares
0.66% of the 13F portfolio, value $7,245,197.
13F-HR 0001506073-26-000001 filed by Wellington Shields & Co., LLC
Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Wellington Shields Capital Management, LLC: 5,762 shares
- Wellington Shields & Co., LLC: 8,652 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 14,028 shares
Change vs previous 13F +24 shares
0.68% of the 13F portfolio, value $7,052,437.
13F-HR 0001506073-25-000003 filed by Wellington Shields & Co., LLC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Wellington Shields Capital Management, LLC: 5,850 shares
- Wellington Shields & Co., LLC: 8,178 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 14,004 shares
Change vs previous 13F +4,102 shares
0.72% of the 13F portfolio, value $6,802,724.
13F-HR 0000825293-25-000007 filed by Wellington Shields & Co., LLC
Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Wellington Shields Capital Management, LLC: 5,850 shares
- Wellington Shields & Co., LLC: 8,154 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 9,902 shares
Change vs previous 13F +202 shares
0.61% of the 13F portfolio, value $5,273,608.
13F-HR 0000825293-25-000004 filed by Wellington Shields & Co., LLC
Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Wellington Shields Capital Management, LLC: 2,875 shares
- Wellington Shields & Co., LLC: 7,027 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 9,700 shares
Change vs previous 13F +280 shares
0.49% of the 13F portfolio, value $4,396,816.
13F-HR 0001506071-25-000002 filed by Wellington Shields & Co., LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Wellington Shields Capital Management, LLC: 2,875 shares
- Wellington Shields & Co., LLC: 6,825 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 9,420 shares
Change vs previous 13F not available
0.48% of the 13F portfolio, value $4,335,649.
13F-HR 0001506071-24-000003 filed by Wellington Shields & Co., LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Wellington Shields Capital Management, LLC: 2,600 shares
- Wellington Shields & Co., LLC: 6,820 shares
Acceptance time not in the bulk data set (spec §4.2).