Wellington Shields Capital Management, LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on DIS, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 30,710 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 30,710 sharesChange vs previous 13F -755 shares
0.24% of the 13F portfolio, value $2,955,811.
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: 3,808 shares
- Wellington Shields & Co., LLC: 26,902 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 31,465 sharesChange vs previous 13F -725 shares
0.29% of the 13F portfolio, value $3,032,570.
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: 3,808 shares
- Wellington Shields & Co., LLC: 27,657 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,190 sharesChange vs previous 13F -2,498 shares
0.34% of the 13F portfolio, value $3,662,185.
13F-HR 0001506073-26-000001 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 3,940 shares
- Wellington Shields & Co., LLC: 28,250 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 34,688 sharesChange vs previous 13F -397 shares
0.38% of the 13F portfolio, value $3,971,704.
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: 3,940 shares
- Wellington Shields & Co., LLC: 30,748 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 35,085 sharesChange vs previous 13F -683 shares
0.46% of the 13F portfolio, value $4,350,942.
13F-HR 0000825293-25-000007 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 4,488 shares
- Wellington Shields & Co., LLC: 30,597 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 35,768 sharesChange vs previous 13F -681 shares
0.41% of the 13F portfolio, value $3,530,342.
13F-HR 0000825293-25-000004 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 4,336 shares
- Wellington Shields & Co., LLC: 31,432 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 36,449 sharesChange vs previous 13F -573 shares
0.46% of the 13F portfolio, value $4,058,577.
13F-HR 0001506071-25-000002 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 5,636 shares
- Wellington Shields & Co., LLC: 30,813 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 37,022 sharesChange vs previous 13F not available
0.39% of the 13F portfolio, value $3,561,130.
13F-HR 0001506071-24-000003 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 5,634 shares
- Wellington Shields & Co., LLC: 31,388 shares
Acceptance time not in the bulk data set (spec §4.2).