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Wellington Shields Capital Management, LLC: F position timeline

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

Wellington Shields Capital Management, LLC held 21,922 F 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 21,922 shares
    Change vs previous 13F -850 shares

    0.07% of the 13F portfolio, value $304,716.

    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: 0 shares
    • Wellington Shields & Co., LLC: 21,922 shares

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

  2. period ended2026-03-31
    13F 22,772 shares
    Change vs previous 13F -569 shares

    0.02% of the 13F portfolio, value $262,789.

    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: 850 shares
    • Wellington Shields & Co., LLC: 21,922 shares

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

  3. period ended2025-12-31
    13F 23,341 shares
    Change vs previous 13F +1,000 shares

    0.03% of the 13F portfolio, value $306,234.

    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: 850 shares
    • Wellington Shields & Co., LLC: 22,491 shares

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

  4. period ended2025-09-30
    13F 22,341 shares
    Change vs previous 13F -1,700 shares

    0.03% of the 13F portfolio, value $267,198.

    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: 850 shares
    • Wellington Shields & Co., LLC: 21,491 shares

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

  5. period ended2025-06-30
    13F 24,041 shares
    Change vs previous 13F +5,850 shares

    0.03% of the 13F portfolio, value $260,845.

    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: 850 shares
    • Wellington Shields & Co., LLC: 23,191 shares

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

  6. period ended2025-03-31
    13F 18,191 shares
    Change vs previous 13F -200 shares

    0.06% of the 13F portfolio, value $182,456.

    13F-HR 0000825293-25-000004 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 18,391 shares
    Change vs previous 13F -6,250 shares

    0.06% of the 13F portfolio, value $182,071.

    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: 0 shares
    • Wellington Shields & Co., LLC: 18,391 shares

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

  8. period ended2024-09-30
    13F 24,641 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $260,209.

    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: 1,250 shares
    • Wellington Shields & Co., LLC: 23,391 shares

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