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Wellington Shields Capital Management, LLC: LLY position timeline

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

Wellington Shields Capital Management, LLC held 22,765 LLY 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 22,765 shares
    Change vs previous 13F +4,146 shares

    2.21% of the 13F portfolio, value $27,304,692.

    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: 9,793 shares
    • Wellington Shields & Co., LLC: 12,972 shares

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

  2. period ended2026-03-31
    13F 18,619 shares
    Change vs previous 13F -199 shares

    1.62% of the 13F portfolio, value $17,124,943.

    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: 5,656 shares
    • Wellington Shields & Co., LLC: 12,963 shares

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

  3. period ended2025-12-31
    13F 18,818 shares
    Change vs previous 13F +127 shares

    1.85% of the 13F portfolio, value $20,223,031.

    13F-HR 0001506073-26-000001 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 5,841 shares
    • Wellington Shields & Co., LLC: 12,977 shares

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

  4. period ended2025-09-30
    13F 18,691 shares
    Change vs previous 13F +742 shares

    1.37% of the 13F portfolio, value $14,261,022.

    13F-HR 0001506073-25-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 5,871 shares
    • Wellington Shields & Co., LLC: 12,820 shares

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

  5. period ended2025-06-30
    13F 17,949 shares
    Change vs previous 13F -106 shares

    1.48% of the 13F portfolio, value $13,991,569.

    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: 5,184 shares
    • Wellington Shields & Co., LLC: 12,765 shares

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

  6. period ended2025-03-31
    13F 18,055 shares
    Change vs previous 13F -39,140 shares

    1.71% of the 13F portfolio, value $14,911,981.

    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: 5,184 shares
    • Wellington Shields & Co., LLC: 12,871 shares

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

  7. period ended2024-12-31
    13F 57,195 shares
    Change vs previous 13F +37,735 shares

    1.61% of the 13F portfolio, value $14,394,104.

    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: 43,960 shares
    • Wellington Shields & Co., LLC: 13,235 shares

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

  8. period ended2024-09-30
    13F 19,460 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $17,240,582.

    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: 5,925 shares
    • Wellington Shields & Co., LLC: 13,535 shares

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