Wellington Shields Capital Management, LLC: ED position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on ED, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 3,025 ED shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 3,025 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $334,730.
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: 93 shares
- Wellington Shields & Co., LLC: 2,932 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,025 sharesChange vs previous 13F +400 shares
0.03% of the 13F portfolio, value $342,446.
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: 93 shares
- Wellington Shields & Co., LLC: 2,932 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,625 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $260,782.
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: 93 shares
- Wellington Shields & Co., LLC: 2,532 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,625 sharesChange vs previous 13F -417 shares
0.03% of the 13F portfolio, value $263,933.
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: 93 shares
- Wellington Shields & Co., LLC: 2,532 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,042 sharesChange vs previous 13F +876 shares
0.03% of the 13F portfolio, value $305,316.
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: 93 shares
- Wellington Shields & Co., LLC: 2,949 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,166 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $239,594.
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: 93 shares
- Wellington Shields & Co., LLC: 2,073 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,166 sharesChange vs previous 13F -59 shares
0.02% of the 13F portfolio, value $193,318.
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: 93 shares
- Wellington Shields & Co., LLC: 2,073 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,225 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $231,722.
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: 93 shares
- Wellington Shields & Co., LLC: 2,132 shares
Acceptance time not in the bulk data set (spec §4.2).