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Wellington Shields Capital Management, LLC: META position timeline

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

Wellington Shields Capital Management, LLC held 3,512 META 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 3,512 shares
    Change vs previous 13F -2,173 shares

    0.16% of the 13F portfolio, value $1,978,274.

    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: 1,643 shares
    • Wellington Shields & Co., LLC: 1,869 shares

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

  2. period ended2026-03-31
    13F 5,685 shares
    Change vs previous 13F -674 shares

    0.31% of the 13F portfolio, value $3,252,368.

    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: 3,603 shares
    • Wellington Shields & Co., LLC: 2,082 shares

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

  3. period ended2025-12-31
    13F 6,359 shares
    Change vs previous 13F +1,468 shares

    0.38% of the 13F portfolio, value $4,197,507.

    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: 4,181 shares
    • Wellington Shields & Co., LLC: 2,178 shares

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

  4. period ended2025-09-30
    13F 4,891 shares
    Change vs previous 13F +13 shares

    0.34% of the 13F portfolio, value $3,592,115.

    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: 2,670 shares
    • Wellington Shields & Co., LLC: 2,221 shares

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

  5. period ended2025-06-30
    13F 4,878 shares
    Change vs previous 13F +54 shares

    0.38% of the 13F portfolio, value $3,600,636.

    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: 2,671 shares
    • Wellington Shields & Co., LLC: 2,207 shares

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

  6. period ended2025-03-31
    13F 4,824 shares
    Change vs previous 13F +411 shares

    0.32% of the 13F portfolio, value $2,780,516.

    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: 2,645 shares
    • Wellington Shields & Co., LLC: 2,179 shares

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

  7. period ended2024-12-31
    13F 4,413 shares
    Change vs previous 13F -58 shares

    0.29% of the 13F portfolio, value $2,583,984.

    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: 2,376 shares
    • Wellington Shields & Co., LLC: 2,037 shares

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

  8. period ended2024-09-30
    13F 4,471 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,559,476.

    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: 2,366 shares
    • Wellington Shields & Co., LLC: 2,105 shares

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