Wellington Shields Capital Management, LLC: MA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on MA, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 30,138 MA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 30,138 sharesChange vs previous 13F -2,578 shares
1.25% of the 13F portfolio, value $15,478,877.
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: 28,837 shares
- Wellington Shields & Co., LLC: 1,301 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 32,716 sharesChange vs previous 13F +300 shares
1.54% of the 13F portfolio, value $16,346,876.
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: 31,337 shares
- Wellington Shields & Co., LLC: 1,379 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,416 sharesChange vs previous 13F +29 shares
1.7% of the 13F portfolio, value $18,505,647.
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: 31,037 shares
- Wellington Shields & Co., LLC: 1,379 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 32,387 sharesChange vs previous 13F +161 shares
1.77% of the 13F portfolio, value $18,422,050.
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: 31,312 shares
- Wellington Shields & Co., LLC: 1,075 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 32,226 sharesChange vs previous 13F -24 shares
1.92% of the 13F portfolio, value $18,109,079.
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: 31,152 shares
- Wellington Shields & Co., LLC: 1,074 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 32,250 sharesChange vs previous 13F -43 shares
2.03% of the 13F portfolio, value $17,676,870.
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: 31,157 shares
- Wellington Shields & Co., LLC: 1,093 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32,293 sharesChange vs previous 13F -100 shares
1.91% of the 13F portfolio, value $17,004,525.
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: 31,302 shares
- Wellington Shields & Co., LLC: 991 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 32,393 sharesChange vs previous 13F not available
1.77% of the 13F portfolio, value $15,995,664.
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: 31,302 shares
- Wellington Shields & Co., LLC: 1,091 shares
Acceptance time not in the bulk data set (spec §4.2).