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Wellington Shields Capital Management, LLC: CW position timeline

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

Wellington Shields Capital Management, LLC held 4,392 CW 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 4,392 shares
    Change vs previous 13F +500 shares

    0.27% of the 13F portfolio, value $3,328,051.

    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: 4,223 shares
    • Wellington Shields & Co., LLC: 169 shares

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

  2. period ended2026-03-31
    13F 3,892 shares
    Change vs previous 13F +173 shares

    0.25% of the 13F portfolio, value $2,650,892.

    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: 3,723 shares
    • Wellington Shields & Co., LLC: 169 shares

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

  3. period ended2025-12-31
    13F 3,719 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $2,050,152.

    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: 3,550 shares
    • Wellington Shields & Co., LLC: 169 shares

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

  4. period ended2025-09-30
    13F 3,719 shares
    Change vs previous 13F -87 shares

    0.19% of the 13F portfolio, value $2,019,172.

    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: 3,550 shares
    • Wellington Shields & Co., LLC: 169 shares

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

  5. period ended2025-06-30
    13F 3,806 shares
    Change vs previous 13F +256 shares

    0.2% of the 13F portfolio, value $1,859,422.

    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: 3,550 shares
    • Wellington Shields & Co., LLC: 256 shares

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

  6. period ended2025-03-31
    13F 3,550 shares
    Change vs previous 13F -132 shares

    0.2% of the 13F portfolio, value $1,126,309.

    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: 3,550 shares
    • Wellington Shields & Co., LLC: 0 shares

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

  7. period ended2024-12-31
    13F 3,682 shares
    Change vs previous 13F +3,550 shares

    0.15% of the 13F portfolio, value $1,306,632.

    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: 3,550 shares
    • Wellington Shields & Co., LLC: 132 shares

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

  8. period ended2024-09-30
    13F 132 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $43,387.

    13F-HR 0001506071-24-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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