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Wellington Shields Capital Management, LLC: IWM position timeline

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

Wellington Shields Capital Management, LLC held 4,348 IWM 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 4,348 shares
    Change vs previous 13F +1,900 shares

    0.11% of the 13F portfolio, value $1,306,357.

    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: 3,913 shares
    • Wellington Shields & Co., LLC: 435 shares

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

  2. period ended2026-03-31
    13F 2,448 shares
    Change vs previous 13F +560 shares

    0.06% of the 13F portfolio, value $607,104.

    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: 2,113 shares
    • Wellington Shields & Co., LLC: 335 shares

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

  3. period ended2025-12-31
    13F 1,888 shares
    Change vs previous 13F +514 shares

    0.04% of the 13F portfolio, value $464,750.

    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: 1,553 shares
    • Wellington Shields & Co., LLC: 335 shares

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

  4. period ended2025-09-30
    13F 1,374 shares
    Change vs previous 13F +150 shares

    0.03% of the 13F portfolio, value $332,453.

    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: 1,003 shares
    • Wellington Shields & Co., LLC: 371 shares

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

  5. period ended2025-06-30
    13F 1,224 shares
    Change vs previous 13F +1,224 shares

    0.03% of the 13F portfolio, value $264,127.

    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: 853 shares
    • Wellington Shields & Co., LLC: 371 shares

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

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -3,006 shares

    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: 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.

  7. period ended2024-12-31
    13F 3,006 shares
    Change vs previous 13F +225 shares

    0.07% of the 13F portfolio, value $664,206.

    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: 2,585 shares
    • Wellington Shields & Co., LLC: 421 shares

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

  8. period ended2024-09-30
    13F 2,781 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $614,295.

    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: 2,585 shares
    • Wellington Shields & Co., LLC: 196 shares

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