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Wellington Shields Capital Management, LLC: EFX position timeline

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

Wellington Shields Capital Management, LLC held 10,013 EFX 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 10,013 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,589,263.

    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: 5,213 shares
    • Wellington Shields & Co., LLC: 4,800 shares

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

  2. period ended2026-03-31
    13F 10,013 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,803,041.

    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: 5,213 shares
    • Wellington Shields & Co., LLC: 4,800 shares

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

  3. period ended2025-12-31
    13F 10,013 shares
    Change vs previous 13F -1,729 shares

    0.2% of the 13F portfolio, value $2,172,621.

    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: 5,213 shares
    • Wellington Shields & Co., LLC: 4,800 shares

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

  4. period ended2025-09-30
    13F 11,742 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $3,012,175.

    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: 5,213 shares
    • Wellington Shields & Co., LLC: 6,529 shares

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

  5. period ended2025-06-30
    13F 11,742 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $3,045,523.

    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: 5,213 shares
    • Wellington Shields & Co., LLC: 6,529 shares

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

  6. period ended2025-03-31
    13F 11,742 shares
    Change vs previous 13F -225 shares

    0.33% of the 13F portfolio, value $2,859,881.

    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: 5,213 shares
    • Wellington Shields & Co., LLC: 6,529 shares

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

  7. period ended2024-12-31
    13F 11,967 shares
    Change vs previous 13F -200 shares

    0.34% of the 13F portfolio, value $3,049,790.

    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: 5,438 shares
    • Wellington Shields & Co., LLC: 6,529 shares

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

  8. period ended2024-09-30
    13F 12,167 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,575,395.

    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: 5,438 shares
    • Wellington Shields & Co., LLC: 6,729 shares

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