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Wellington Shields Capital Management, LLC: CG position timeline

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

Wellington Shields Capital Management, LLC held 73,083 CG 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 73,083 shares
    Change vs previous 13F -6,424 shares

    0.25% of the 13F portfolio, value $3,077,560.

    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: 71,310 shares
    • Wellington Shields & Co., LLC: 1,773 shares

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

  2. period ended2026-03-31
    13F 79,507 shares
    Change vs previous 13F -6,961 shares

    0.36% of the 13F portfolio, value $3,847,355.

    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: 77,544 shares
    • Wellington Shields & Co., LLC: 1,963 shares

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

  3. period ended2025-12-31
    13F 86,468 shares
    Change vs previous 13F +2,098 shares

    0.47% of the 13F portfolio, value $5,111,120.

    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: 84,370 shares
    • Wellington Shields & Co., LLC: 2,098 shares

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

  4. period ended2025-09-30
    13F 84,370 shares
    Change vs previous 13F -7,180 shares

    0.51% of the 13F portfolio, value $5,290,028.

    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: 82,272 shares
    • Wellington Shields & Co., LLC: 2,098 shares

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

  5. period ended2025-06-30
    13F 91,550 shares
    Change vs previous 13F +8,677 shares

    0.5% of the 13F portfolio, value $4,705,668.

    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: 89,452 shares
    • Wellington Shields & Co., LLC: 2,098 shares

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

  6. period ended2025-03-31
    13F 82,873 shares
    Change vs previous 13F +12,264 shares

    0.41% of the 13F portfolio, value $3,612,435.

    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: 80,558 shares
    • Wellington Shields & Co., LLC: 2,315 shares

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

  7. period ended2024-12-31
    13F 70,609 shares
    Change vs previous 13F +3,599 shares

    0.4% of the 13F portfolio, value $3,565,049.

    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: 68,294 shares
    • Wellington Shields & Co., LLC: 2,315 shares

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

  8. period ended2024-09-30
    13F 67,010 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,885,456.

    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: 65,265 shares
    • Wellington Shields & Co., LLC: 1,745 shares

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