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Disclosery

Wellington Shields Capital Management, LLC: IP position timeline

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

Wellington Shields Capital Management, LLC held 0 IP shares at 2025-12-31 per its 13F-HR filed 2026-02-09.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -6,595 shares

    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: 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 ended2025-09-30
    13F 6,595 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $306,010.

    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: 3,471 shares
    • Wellington Shields & Co., LLC: 3,124 shares

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

  3. period ended2025-06-30
    13F 6,592 shares
    Change vs previous 13F +253 shares

    0.03% of the 13F portfolio, value $308,732.

    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: 3,468 shares
    • Wellington Shields & Co., LLC: 3,124 shares

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

  4. period ended2025-03-31
    13F 6,339 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $338,197.

    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: 3,242 shares
    • Wellington Shields & Co., LLC: 3,097 shares

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

  5. period ended2024-12-31
    13F 6,337 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $341,060.

    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: 3,240 shares
    • Wellington Shields & Co., LLC: 3,097 shares

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

  6. period ended2024-09-30
    13F 6,337 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $309,564.

    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: 3,240 shares
    • Wellington Shields & Co., LLC: 3,097 shares

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