Skip to content
Disclosery

Wellington Shields Capital Management, LLC: MTUM position timeline

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

Wellington Shields Capital Management, LLC held 1,526 MTUM 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 1,526 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $523,158.

    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: 1,163 shares
    • Wellington Shields & Co., LLC: 363 shares

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

  2. period ended2026-03-31
    13F 1,526 shares
    Change vs previous 13F -2,000 shares

    0.03% of the 13F portfolio, value $366,224.

    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: 1,163 shares
    • Wellington Shields & Co., LLC: 363 shares

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

  3. period ended2025-12-31
    13F 3,526 shares
    Change vs previous 13F -104 shares

    0.08% of the 13F portfolio, value $882,594.

    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: 3,163 shares
    • Wellington Shields & Co., LLC: 363 shares

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

  4. period ended2025-09-30
    13F 3,630 shares
    Change vs previous 13F -200 shares

    0.09% of the 13F portfolio, value $930,914.

    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: 3,430 shares
    • Wellington Shields & Co., LLC: 200 shares

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

  5. period ended2025-06-30
    13F 3,830 shares
    Change vs previous 13F +3,100 shares

    0.1% of the 13F portfolio, value $920,426.

    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: 3,630 shares
    • Wellington Shields & Co., LLC: 200 shares

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

  6. period ended2025-03-31
    13F 730 shares
    Change vs previous 13F -222 shares

    0.02% of the 13F portfolio, value $147,555.

    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: 630 shares
    • Wellington Shields & Co., LLC: 100 shares

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

  7. period ended2024-12-31
    13F 952 shares
    Change vs previous 13F +100 shares

    0.02% of the 13F portfolio, value $196,988.

    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: 630 shares
    • Wellington Shields & Co., LLC: 322 shares

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

  8. period ended2024-09-30
    13F 852 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $172,752.

    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: 630 shares
    • Wellington Shields & Co., LLC: 222 shares

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