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Wellington Shields Capital Management, LLC: ORCL position timeline

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

Wellington Shields Capital Management, LLC held 6,761 ORCL 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 6,761 shares
    Change vs previous 13F +236 shares

    0.08% of the 13F portfolio, value $990,868.

    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: 2,386 shares
    • Wellington Shields & Co., LLC: 4,375 shares

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

  2. period ended2026-03-31
    13F 6,525 shares
    Change vs previous 13F -285 shares

    0.09% of the 13F portfolio, value $959,931.

    13F-HR 0001506073-26-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 2,583 shares
    • Wellington Shields & Co., LLC: 3,942 shares

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

  3. period ended2025-12-31
    13F 6,810 shares
    Change vs previous 13F +220 shares

    0.12% of the 13F portfolio, value $1,327,381.

    13F-HR 0001506073-26-000001 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 2,980 shares
    • Wellington Shields & Co., LLC: 3,830 shares

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

  4. period ended2025-09-30
    13F 6,590 shares
    Change vs previous 13F -98 shares

    0.18% of the 13F portfolio, value $1,853,442.

    13F-HR 0001506073-25-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 2,978 shares
    • Wellington Shields & Co., LLC: 3,612 shares

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

  5. period ended2025-06-30
    13F 6,688 shares
    Change vs previous 13F +304 shares

    0.15% of the 13F portfolio, value $1,462,197.

    13F-HR 0000825293-25-000007 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 3,076 shares
    • Wellington Shields & Co., LLC: 3,612 shares

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

  6. period ended2025-03-31
    13F 6,384 shares
    Change vs previous 13F +903 shares

    0.1% of the 13F portfolio, value $892,501.

    13F-HR 0000825293-25-000004 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 2,772 shares
    • Wellington Shields & Co., LLC: 3,612 shares

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

  7. period ended2024-12-31
    13F 5,481 shares
    Change vs previous 13F -198 shares

    0.1% of the 13F portfolio, value $913,422.

    13F-HR 0001506071-25-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 2,369 shares
    • Wellington Shields & Co., LLC: 3,112 shares

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

  8. period ended2024-09-30
    13F 5,679 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $967,691.

    13F-HR 0001506071-24-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 2,367 shares
    • Wellington Shields & Co., LLC: 3,312 shares

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