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Wellington Shields Capital Management, LLC: COIN position timeline

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

Wellington Shields Capital Management, LLC held 9,655 COIN 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 9,655 shares
    Change vs previous 13F -305 shares

    0.11% of the 13F portfolio, value $1,411,464.

    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: 6,622 shares
    • Wellington Shields & Co., LLC: 3,033 shares

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

  2. period ended2026-03-31
    13F 9,960 shares
    Change vs previous 13F +2,712 shares

    0.16% of the 13F portfolio, value $1,739,116.

    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: 6,872 shares
    • Wellington Shields & Co., LLC: 3,088 shares

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

  3. period ended2025-12-31
    13F 7,248 shares
    Change vs previous 13F +133 shares

    0.15% of the 13F portfolio, value $1,639,062.

    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: 4,203 shares
    • Wellington Shields & Co., LLC: 3,045 shares

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

  4. period ended2025-09-30
    13F 7,115 shares
    Change vs previous 13F +1,820 shares

    0.23% of the 13F portfolio, value $2,401,241.

    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: 4,868 shares
    • Wellington Shields & Co., LLC: 2,247 shares

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

  5. period ended2025-06-30
    13F 5,295 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,855,845.

    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: 3,740 shares
    • Wellington Shields & Co., LLC: 1,555 shares

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