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Wellington Shields Capital Management, LLC: NEAR position timeline

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

Wellington Shields Capital Management, LLC held 6,990 NEAR 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 6,990 shares
    Change vs previous 13F -505 shares

    0.03% of the 13F portfolio, value $354,096.

    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: 4,849 shares
    • Wellington Shields & Co., LLC: 2,141 shares

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

  2. period ended2026-03-31
    13F 7,495 shares
    Change vs previous 13F -1,335 shares

    0.04% of the 13F portfolio, value $380,991.

    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: 4,849 shares
    • Wellington Shields & Co., LLC: 2,646 shares

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

  3. period ended2025-12-31
    13F 8,830 shares
    Change vs previous 13F +2,635 shares

    0.04% of the 13F portfolio, value $451,213.

    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: 6,184 shares
    • Wellington Shields & Co., LLC: 2,646 shares

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

  4. period ended2025-09-30
    13F 6,195 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $317,680.

    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: 6,184 shares
    • Wellington Shields & Co., LLC: 11 shares

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

  5. period ended2025-06-30
    13F 6,195 shares
    Change vs previous 13F +11 shares

    0.03% of the 13F portfolio, value $316,564.

    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: 6,184 shares
    • Wellington Shields & Co., LLC: 11 shares

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

  6. period ended2025-03-31
    13F 6,184 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $314,580.

    13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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