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Wellington Shields Capital Management, LLC: IBIT position timeline

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

Wellington Shields Capital Management, LLC held 7,341 IBIT 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 7,341 shares
    Change vs previous 13F -809 shares

    0.02% of the 13F portfolio, value $244,381.

    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: 3,667 shares
    • Wellington Shields & Co., LLC: 3,674 shares

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

  2. period ended2026-03-31
    13F 8,150 shares
    Change vs previous 13F -17,282 shares

    0.03% of the 13F portfolio, value $313,123.

    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: 5,767 shares
    • Wellington Shields & Co., LLC: 2,383 shares

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

  3. period ended2025-12-31
    13F 25,432 shares
    Change vs previous 13F -3,080 shares

    0.12% of the 13F portfolio, value $1,262,699.

    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: 24,243 shares
    • Wellington Shields & Co., LLC: 1,189 shares

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

  4. period ended2025-09-30
    13F 28,512 shares
    Change vs previous 13F +1,086 shares

    0.18% of the 13F portfolio, value $1,853,280.

    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: 25,010 shares
    • Wellington Shields & Co., LLC: 3,502 shares

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

  5. period ended2025-06-30
    13F 27,426 shares
    Change vs previous 13F +2,666 shares

    0.18% of the 13F portfolio, value $1,678,745.

    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: 25,510 shares
    • Wellington Shields & Co., LLC: 1,916 shares

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

  6. period ended2025-03-31
    13F 24,760 shares
    Change vs previous 13F +1,600 shares

    0.13% of the 13F portfolio, value $1,159,016.

    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: 24,710 shares
    • Wellington Shields & Co., LLC: 50 shares

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

  7. period ended2024-12-31
    13F 23,160 shares
    Change vs previous 13F +12,600 shares

    0.14% of the 13F portfolio, value $1,228,639.

    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: 23,110 shares
    • Wellington Shields & Co., LLC: 50 shares

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

  8. period ended2024-09-30
    13F 10,560 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $381,533.

    13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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