Wellington Shields Capital Management, LLC: GS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on GS, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 2,857 GS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 2,857 sharesChange vs previous 13F +4 shares
0.23% of the 13F portfolio, value $2,889,933.
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: 2,719 shares
- Wellington Shields & Co., LLC: 138 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,853 sharesChange vs previous 13F +18 shares
0.23% of the 13F portfolio, value $2,413,777.
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: 2,715 shares
- Wellington Shields & Co., LLC: 138 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,835 sharesChange vs previous 13F -153 shares
0.23% of the 13F portfolio, value $2,491,723.
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: 2,710 shares
- Wellington Shields & Co., LLC: 125 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,988 sharesChange vs previous 13F -177 shares
0.23% of the 13F portfolio, value $2,379,610.
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: 2,863 shares
- Wellington Shields & Co., LLC: 125 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,165 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $2,239,875.
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: 3,040 shares
- Wellington Shields & Co., LLC: 125 shares
Acceptance time not in the bulk data set (spec §4.2).