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Wellington Shields Capital Management, LLC: KKR position timeline

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

Wellington Shields Capital Management, LLC held 5,000 KKR 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 5,000 shares
    Change vs previous 13F -900 shares

    0.04% of the 13F portfolio, value $458,900.

    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: 2,000 shares
    • Wellington Shields & Co., LLC: 3,000 shares

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

  2. period ended2026-03-31
    13F 5,900 shares
    Change vs previous 13F -12,595 shares

    0.05% of the 13F portfolio, value $545,750.

    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: 2,900 shares
    • Wellington Shields & Co., LLC: 3,000 shares

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

  3. period ended2025-12-31
    13F 18,495 shares
    Change vs previous 13F -4,394 shares

    0.22% of the 13F portfolio, value $2,357,702.

    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: 15,495 shares
    • Wellington Shields & Co., LLC: 3,000 shares

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

  4. period ended2025-09-30
    13F 22,889 shares
    Change vs previous 13F +8 shares

    0.29% of the 13F portfolio, value $2,974,484.

    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: 19,889 shares
    • Wellington Shields & Co., LLC: 3,000 shares

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

  5. period ended2025-06-30
    13F 22,881 shares
    Change vs previous 13F +17,881 shares

    0.32% of the 13F portfolio, value $3,043,813.

    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: 19,881 shares
    • Wellington Shields & Co., LLC: 3,000 shares

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

  6. period ended2025-03-31
    13F 5,000 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $578,050.

    13F-HR 0000825293-25-000004 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 2,000 shares
    • Wellington Shields & Co., LLC: 3,000 shares

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

  7. period ended2024-12-31
    13F 5,000 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $739,550.

    13F-HR 0001506071-25-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 2,000 shares
    • Wellington Shields & Co., LLC: 3,000 shares

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

  8. period ended2024-09-30
    13F 5,000 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $652,900.

    13F-HR 0001506071-24-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 2,000 shares
    • Wellington Shields & Co., LLC: 3,000 shares

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