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Wellington Shields Capital Management, LLC: ET position timeline

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

Wellington Shields Capital Management, LLC held 130,528 ET 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 130,528 shares
    Change vs previous 13F -4,892 shares

    0.2% of the 13F portfolio, value $2,495,696.

    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: 87,425 shares
    • Wellington Shields & Co., LLC: 43,103 shares

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

  2. period ended2026-03-31
    13F 135,420 shares
    Change vs previous 13F -21,228 shares

    0.25% of the 13F portfolio, value $2,613,591.

    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: 92,617 shares
    • Wellington Shields & Co., LLC: 42,803 shares

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

  3. period ended2025-12-31
    13F 156,648 shares
    Change vs previous 13F -12,251 shares

    0.24% of the 13F portfolio, value $2,583,115.

    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: 112,845 shares
    • Wellington Shields & Co., LLC: 43,803 shares

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

  4. period ended2025-09-30
    13F 168,899 shares
    Change vs previous 13F -613 shares

    0.28% of the 13F portfolio, value $2,898,295.

    13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 116,843 shares
    • Wellington Shields & Co., LLC: 52,056 shares

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

  5. period ended2025-06-30
    13F 169,512 shares
    Change vs previous 13F +766 shares

    0.33% of the 13F portfolio, value $3,073,249.

    13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 117,126 shares
    • Wellington Shields & Co., LLC: 52,386 shares

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

  6. period ended2025-03-31
    13F 168,746 shares
    Change vs previous 13F +2 shares

    0.36% of the 13F portfolio, value $3,136,988.

    13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 117,024 shares
    • Wellington Shields & Co., LLC: 51,722 shares

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

  7. period ended2024-12-31
    13F 168,744 shares
    Change vs previous 13F +19,623 shares

    0.37% of the 13F portfolio, value $3,305,695.

    13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 117,217 shares
    • Wellington Shields & Co., LLC: 51,527 shares

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

  8. period ended2024-09-30
    13F 149,121 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,393,392.

    13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 99,594 shares
    • Wellington Shields & Co., LLC: 49,527 shares

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