Wellington Shields Capital Management, LLC: EPD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on EPD, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 46,648 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 46,648 sharesChange vs previous 13F -100 shares
0.14% of the 13F portfolio, value $1,714,780.
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: 5,300 shares
- Wellington Shields & Co., LLC: 41,348 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 46,748 sharesChange vs previous 13F -400 shares
0.17% of the 13F portfolio, value $1,768,944.
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: 5,300 shares
- Wellington Shields & Co., LLC: 41,448 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 47,148 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $1,511,565.
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: 5,700 shares
- Wellington Shields & Co., LLC: 41,448 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 47,148 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $1,474,318.
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: 5,700 shares
- Wellington Shields & Co., LLC: 41,448 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 47,148 sharesChange vs previous 13F -100 shares
0.15% of the 13F portfolio, value $1,462,059.
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: 5,700 shares
- Wellington Shields & Co., LLC: 41,448 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 47,248 sharesChange vs previous 13F -922 shares
0.19% of the 13F portfolio, value $1,613,047.
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: 5,700 shares
- Wellington Shields & Co., LLC: 41,548 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 48,170 sharesChange vs previous 13F -5,150 shares
0.17% of the 13F portfolio, value $1,510,611.
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: 5,700 shares
- Wellington Shields & Co., LLC: 42,470 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 53,320 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $1,552,146.
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: 9,650 shares
- Wellington Shields & Co., LLC: 43,670 shares
Acceptance time not in the bulk data set (spec §4.2).