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Disclosery

Wellington Shields Capital Management, LLC: FIX position timeline

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

Wellington Shields Capital Management, LLC held 1,038 FIX 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 1,038 shares
    Change vs previous 13F -148 shares

    0.17% of the 13F portfolio, value $2,057,264.

    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: 300 shares
    • Wellington Shields & Co., LLC: 738 shares

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

  2. period ended2026-03-31
    13F 1,186 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $1,635,482.

    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: 300 shares
    • Wellington Shields & Co., LLC: 886 shares

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

  3. period ended2025-12-31
    13F 1,185 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $1,105,949.

    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: 300 shares
    • Wellington Shields & Co., LLC: 885 shares

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

  4. period ended2025-09-30
    13F 1,184 shares
    Change vs previous 13F +436 shares

    0.09% of the 13F portfolio, value $977,013.

    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: 300 shares
    • Wellington Shields & Co., LLC: 884 shares

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

  5. period ended2025-06-30
    13F 748 shares
    Change vs previous 13F -158 shares

    0.11% of the 13F portfolio, value $401,085.

    13F-HR 0000825293-25-000007 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).

  6. period ended2025-03-31
    13F 906 shares
    Change vs previous 13F +10 shares

    0.09% of the 13F portfolio, value $292,031.

    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 896 shares
    Change vs previous 13F +150 shares

    0.12% of the 13F portfolio, value $379,958.

    13F-HR 0001506071-25-000002 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).

  8. period ended2024-09-30
    13F 746 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $291,201.

    13F-HR 0001506071-24-000003 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).