Wellington Shields Capital Management, LLC: NVDA position timeline

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

Wellington Shields Capital Management, LLC held 111,464 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 111,464 shares
Change vs previous 13F -10,231 shares
1.81% of the 13F portfolio, value $22,302,766.
13F-HR 0001506073-26-000003 filed by Wellington Shields & Co., LLC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Wellington Shields Capital Management, LLC: 41,041 shares
- Wellington Shields & Co., LLC: 70,423 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 121,695 shares
Change vs previous 13F -2,430 shares
2% of the 13F portfolio, value $21,223,604.
13F-HR 0001506073-26-000002 filed by Wellington Shields & Co., LLC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Wellington Shields Capital Management, LLC: 53,351 shares
- Wellington Shields & Co., LLC: 68,344 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 124,125 shares
Change vs previous 13F +1,373 shares
2.12% of the 13F portfolio, value $23,149,321.
13F-HR 0001506073-26-000001 filed by Wellington Shields & Co., LLC
Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Wellington Shields Capital Management, LLC: 55,953 shares
- Wellington Shields & Co., LLC: 68,172 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 122,752 shares
Change vs previous 13F -9,316 shares
2.2% of the 13F portfolio, value $22,903,150.
13F-HR 0001506073-25-000003 filed by Wellington Shields & Co., LLC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Wellington Shields Capital Management, LLC: 56,179 shares
- Wellington Shields & Co., LLC: 66,573 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 132,068 shares
Change vs previous 13F -12,762 shares
2.21% of the 13F portfolio, value $20,865,447.
13F-HR 0000825293-25-000007 filed by Wellington Shields & Co., LLC
Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Wellington Shields Capital Management, LLC: 65,375 shares
- Wellington Shields & Co., LLC: 66,693 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 144,830 shares
Change vs previous 13F -459,773 shares
1.8% of the 13F portfolio, value $15,696,761.
13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Wellington Shields Capital Management, LLC: 78,604 shares
- Wellington Shields & Co., LLC: 66,226 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 604,603 shares
Change vs previous 13F +465,297 shares
2.08% of the 13F portfolio, value $18,543,811.
13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Wellington Shields Capital Management, LLC: 538,166 shares
- Wellington Shields & Co., LLC: 66,437 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 139,306 shares
Change vs previous 13F not available
1.87% of the 13F portfolio, value $16,917,393.
13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Wellington Shields Capital Management, LLC: 72,105 shares
- Wellington Shields & Co., LLC: 67,201 shares
Acceptance time not in the bulk data set (spec §4.2).