Wellington Shields Capital Management, LLC: DGX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on DGX, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 1,133 DGX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 1,133 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $240,136.
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: 200 shares
- Wellington Shields & Co., LLC: 933 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,133 sharesChange vs previous 13F +1,133 shares
0.02% of the 13F portfolio, value $222,042.
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: 200 shares
- Wellington Shields & Co., LLC: 933 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -1,100 shares
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: 0 shares
- Wellington Shields & Co., LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 1,100 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $209,635.
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: 200 shares
- Wellington Shields & Co., LLC: 900 shares
Acceptance time not in the bulk data set (spec §4.2).