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Wellington Shields Capital Management, LLC: IXUS position timeline

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

Wellington Shields Capital Management, LLC held 2,790 IXUS 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 2,790 shares
    Change vs previous 13F +720 shares

    0.02% of the 13F portfolio, value $266,278.

    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: 120 shares
    • Wellington Shields & Co., LLC: 2,670 shares

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

  2. period ended2026-03-31
    13F 2,070 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $179,345.

    13F-HR 0001506073-26-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 320 shares
    • Wellington Shields & Co., LLC: 1,750 shares

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