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Wellington Shields Capital Management, LLC: IGV position timeline

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

Wellington Shields Capital Management, LLC held 0 IGV shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,375 shares

    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: 0 shares
    • Wellington Shields & Co., LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 4,375 shares
    Change vs previous 13F -50 shares

    0.04% of the 13F portfolio, value $462,394.

    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: 3,725 shares
    • Wellington Shields & Co., LLC: 650 shares

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

  3. period ended2025-09-30
    13F 4,425 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $508,920.

    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: 3,775 shares
    • Wellington Shields & Co., LLC: 650 shares

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

  4. period ended2025-06-30
    13F 4,425 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $484,538.

    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: 3,775 shares
    • Wellington Shields & Co., LLC: 650 shares

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

  5. period ended2025-03-31
    13F 4,425 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $393,781.

    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: 3,775 shares
    • Wellington Shields & Co., LLC: 650 shares

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

  6. period ended2024-12-31
    13F 4,425 shares
    Change vs previous 13F +50 shares

    0.05% of the 13F portfolio, value $443,031.

    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: 3,775 shares
    • Wellington Shields & Co., LLC: 650 shares

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

  7. period ended2024-09-30
    13F 4,375 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $390,994.

    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: 3,725 shares
    • Wellington Shields & Co., LLC: 650 shares

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