Wellington Shields Capital Management, LLC: KMX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on KMX, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 12,423 KMX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 12,423 sharesChange vs previous 13F -305 shares
0.15% of the 13F portfolio, value $657,052.
13F-HR 0001506073-26-000003 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,728 sharesChange vs previous 13F -60 shares
0.13% of the 13F portfolio, value $529,230.
13F-HR 0001506073-26-000002 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,788 sharesChange vs previous 13F +151 shares
0.12% of the 13F portfolio, value $494,128.
13F-HR 0001506073-26-000001 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,637 sharesChange vs previous 13F +163 shares
0.15% of the 13F portfolio, value $567,022.
13F-HR 0001506073-25-000003 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,474 sharesChange vs previous 13F -1,329 shares
0.24% of the 13F portfolio, value $838,378.
13F-HR 0000825293-25-000007 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 0 shares
- Wellington Shields & Co., LLC: 12,474 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,803 sharesChange vs previous 13F +1,016 shares
0.12% of the 13F portfolio, value $1,075,530.
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: 1,016 shares
- Wellington Shields & Co., LLC: 12,787 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,787 sharesChange vs previous 13F -49 shares
0.32% of the 13F portfolio, value $1,045,465.
13F-HR 0001506071-25-000002 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,836 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $993,250.
13F-HR 0001506071-24-000003 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).