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Wellington Shields Capital Management, LLC: DOW position timeline

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

Wellington Shields Capital Management, LLC held 8,638 DOW 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 8,638 shares
    Change vs previous 13F -1,356 shares

    0.02% of the 13F portfolio, value $236,341.

    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: 2,179 shares
    • Wellington Shields & Co., LLC: 6,459 shares

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

  2. period ended2026-03-31
    13F 9,994 shares
    Change vs previous 13F +542 shares

    0.04% of the 13F portfolio, value $416,240.

    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: 2,820 shares
    • Wellington Shields & Co., LLC: 7,174 shares

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

  3. period ended2025-12-31
    13F 9,452 shares
    Change vs previous 13F -5,081 shares

    0.02% of the 13F portfolio, value $220,995.

    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: 2,328 shares
    • Wellington Shields & Co., LLC: 7,124 shares

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

  4. period ended2025-09-30
    13F 14,533 shares
    Change vs previous 13F -1,450 shares

    0.03% of the 13F portfolio, value $333,234.

    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: 3,243 shares
    • Wellington Shields & Co., LLC: 11,290 shares

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

  5. period ended2025-06-30
    13F 15,983 shares
    Change vs previous 13F +2,519 shares

    0.04% of the 13F portfolio, value $423,230.

    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: 3,242 shares
    • Wellington Shields & Co., LLC: 12,741 shares

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

  6. period ended2025-03-31
    13F 13,464 shares
    Change vs previous 13F -32 shares

    0.05% of the 13F portfolio, value $470,161.

    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: 2,691 shares
    • Wellington Shields & Co., LLC: 10,773 shares

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

  7. period ended2024-12-31
    13F 13,496 shares
    Change vs previous 13F -2,300 shares

    0.06% of the 13F portfolio, value $541,599.

    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: 2,690 shares
    • Wellington Shields & Co., LLC: 10,806 shares

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

  8. period ended2024-09-30
    13F 15,796 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $862,942.

    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: 2,690 shares
    • Wellington Shields & Co., LLC: 13,106 shares

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