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Wellington Shields Capital Management, LLC: BX position timeline

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

Wellington Shields Capital Management, LLC held 127,945 BX 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 127,945 shares
    Change vs previous 13F -15,575 shares

    1.22% of the 13F portfolio, value $15,055,298.

    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: 96,204 shares
    • Wellington Shields & Co., LLC: 31,741 shares

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

  2. period ended2026-03-31
    13F 143,520 shares
    Change vs previous 13F -45,537 shares

    1.56% of the 13F portfolio, value $16,503,391.

    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: 110,374 shares
    • Wellington Shields & Co., LLC: 33,146 shares

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

  3. period ended2025-12-31
    13F 189,057 shares
    Change vs previous 13F +7,752 shares

    2.67% of the 13F portfolio, value $29,141,195.

    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: 155,756 shares
    • Wellington Shields & Co., LLC: 33,301 shares

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

  4. period ended2025-09-30
    13F 181,305 shares
    Change vs previous 13F -7,668 shares

    2.97% of the 13F portfolio, value $30,976,039.

    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: 147,953 shares
    • Wellington Shields & Co., LLC: 33,352 shares

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

  5. period ended2025-06-30
    13F 188,973 shares
    Change vs previous 13F +2,832 shares

    2.99% of the 13F portfolio, value $28,266,562.

    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: 155,967 shares
    • Wellington Shields & Co., LLC: 33,006 shares

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

  6. period ended2025-03-31
    13F 186,141 shares
    Change vs previous 13F +16,608 shares

    2.99% of the 13F portfolio, value $26,018,760.

    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: 153,045 shares
    • Wellington Shields & Co., LLC: 33,096 shares

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

  7. period ended2024-12-31
    13F 169,533 shares
    Change vs previous 13F -3,029 shares

    3.28% of the 13F portfolio, value $29,230,906.

    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: 137,287 shares
    • Wellington Shields & Co., LLC: 32,246 shares

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

  8. period ended2024-09-30
    13F 172,562 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $26,424,519.

    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: 140,035 shares
    • Wellington Shields & Co., LLC: 32,527 shares

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