Wellington Shields Capital Management, LLC: HD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on HD, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 15,481 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 15,481 sharesChange vs previous 13F +236 shares
0.44% of the 13F portfolio, value $5,459,839.
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: 8,790 shares
- Wellington Shields & Co., LLC: 6,691 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,245 sharesChange vs previous 13F -1,243 shares
0.47% of the 13F portfolio, value $5,014,029.
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: 8,790 shares
- Wellington Shields & Co., LLC: 6,455 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,488 sharesChange vs previous 13F +896 shares
0.52% of the 13F portfolio, value $5,673,626.
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: 9,672 shares
- Wellington Shields & Co., LLC: 6,816 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,592 sharesChange vs previous 13F +500 shares
0.61% of the 13F portfolio, value $6,317,847.
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: 9,672 shares
- Wellington Shields & Co., LLC: 5,920 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,092 sharesChange vs previous 13F +72 shares
0.59% of the 13F portfolio, value $5,533,443.
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: 9,172 shares
- Wellington Shields & Co., LLC: 5,920 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,020 sharesChange vs previous 13F -450 shares
0.63% of the 13F portfolio, value $5,504,792.
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: 9,092 shares
- Wellington Shields & Co., LLC: 5,928 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,470 sharesChange vs previous 13F -105 shares
0.68% of the 13F portfolio, value $6,017,794.
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: 9,977 shares
- Wellington Shields & Co., LLC: 5,493 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,575 sharesChange vs previous 13F not available
0.7% of the 13F portfolio, value $6,311,114.
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: 10,082 shares
- Wellington Shields & Co., LLC: 5,493 shares
Acceptance time not in the bulk data set (spec §4.2).