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Wellington Shields Capital Management, LLC: BXSL position timeline

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

Wellington Shields Capital Management, LLC held 46,565 BXSL 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 46,565 shares
    Change vs previous 13F -318 shares

    0.09% of the 13F portfolio, value $1,104,072.

    13F-HR 0001506073-26-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 7,898 shares
    • Wellington Shields & Co., LLC: 38,667 shares

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

  2. period ended2026-03-31
    13F 46,883 shares
    Change vs previous 13F -216 shares

    0.1% of the 13F portfolio, value $1,110,675.

    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: 7,898 shares
    • Wellington Shields & Co., LLC: 38,985 shares

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

  3. period ended2025-12-31
    13F 47,099 shares
    Change vs previous 13F +6,762 shares

    0.11% of the 13F portfolio, value $1,240,125.

    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: 7,465 shares
    • Wellington Shields & Co., LLC: 39,634 shares

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

  4. period ended2025-09-30
    13F 40,337 shares
    Change vs previous 13F +2,110 shares

    0.1% of the 13F portfolio, value $1,051,595.

    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: 7,465 shares
    • Wellington Shields & Co., LLC: 32,872 shares

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

  5. period ended2025-06-30
    13F 38,227 shares
    Change vs previous 13F -532 shares

    0.12% of the 13F portfolio, value $1,175,491.

    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: 7,465 shares
    • Wellington Shields & Co., LLC: 30,762 shares

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

  6. period ended2025-03-31
    13F 38,759 shares
    Change vs previous 13F +2,505 shares

    0.14% of the 13F portfolio, value $1,254,241.

    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: 7,465 shares
    • Wellington Shields & Co., LLC: 31,294 shares

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

  7. period ended2024-12-31
    13F 36,254 shares
    Change vs previous 13F +575 shares

    0.13% of the 13F portfolio, value $1,171,367.

    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: 7,465 shares
    • Wellington Shields & Co., LLC: 28,789 shares

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

  8. period ended2024-09-30
    13F 35,679 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,045,038.

    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: 8,465 shares
    • Wellington Shields & Co., LLC: 27,214 shares

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