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Wellington Shields Capital Management, LLC: CRM position timeline

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

Wellington Shields Capital Management, LLC held 2,492 CRM 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 2,492 shares
    Change vs previous 13F -1,525 shares

    0.03% of the 13F portfolio, value $390,397.

    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: 2,392 shares
    • Wellington Shields & Co., LLC: 100 shares

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

  2. period ended2026-03-31
    13F 4,017 shares
    Change vs previous 13F -4,704 shares

    0.07% of the 13F portfolio, value $749,853.

    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: 3,917 shares
    • Wellington Shields & Co., LLC: 100 shares

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

  3. period ended2025-12-31
    13F 8,721 shares
    Change vs previous 13F -300 shares

    0.21% of the 13F portfolio, value $2,310,281.

    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: 8,460 shares
    • Wellington Shields & Co., LLC: 261 shares

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

  4. period ended2025-09-30
    13F 9,021 shares
    Change vs previous 13F -3,606 shares

    0.21% of the 13F portfolio, value $2,137,977.

    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: 8,660 shares
    • Wellington Shields & Co., LLC: 361 shares

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

  5. period ended2025-06-30
    13F 12,627 shares
    Change vs previous 13F -507 shares

    0.36% of the 13F portfolio, value $3,443,257.

    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: 12,266 shares
    • Wellington Shields & Co., LLC: 361 shares

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

  6. period ended2025-03-31
    13F 13,134 shares
    Change vs previous 13F +753 shares

    0.4% of the 13F portfolio, value $3,524,641.

    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: 12,288 shares
    • Wellington Shields & Co., LLC: 846 shares

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

  7. period ended2024-12-31
    13F 12,381 shares
    Change vs previous 13F -123 shares

    0.46% of the 13F portfolio, value $4,139,340.

    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: 11,588 shares
    • Wellington Shields & Co., LLC: 793 shares

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

  8. period ended2024-09-30
    13F 12,504 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,422,470.

    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: 11,711 shares
    • Wellington Shields & Co., LLC: 793 shares

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