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Wellington Shields Capital Management, LLC: IBDR position timeline

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

Wellington Shields Capital Management, LLC held 13,779 IBDR 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 13,779 shares
    Change vs previous 13F -641 shares

    0.07% of the 13F portfolio, value $333,865.

    13F-HR 0001506073-26-000003 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).

  2. period ended2026-03-31
    13F 14,420 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $349,541.

    13F-HR 0001506073-26-000002 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).

  3. period ended2025-12-31
    13F 14,420 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $349,397.

    13F-HR 0001506073-26-000001 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).