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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

  1. period ended2026-06-30
    13F 2,857 shares
    Change 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).

  2. period ended2026-03-31
    13F 2,853 shares
    Change 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).

  3. period ended2025-12-31
    13F 2,835 shares
    Change 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).

  4. period ended2025-09-30
    13F 2,988 shares
    Change 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).

  5. period ended2025-06-30
    13F 3,165 shares
    Change 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).