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Wellington Shields Capital Management, LLC: PANW position timeline

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

Wellington Shields Capital Management, LLC held 61,959 PANW 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 61,959 shares
    Change vs previous 13F -7,280 shares

    1.71% of the 13F portfolio, value $21,129,258.

    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: 47,036 shares
    • Wellington Shields & Co., LLC: 14,923 shares

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

  2. period ended2026-03-31
    13F 69,239 shares
    Change vs previous 13F -3,498 shares

    1.05% of the 13F portfolio, value $11,100,397.

    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: 50,636 shares
    • Wellington Shields & Co., LLC: 18,603 shares

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

  3. period ended2025-12-31
    13F 72,737 shares
    Change vs previous 13F +1,533 shares

    1.23% of the 13F portfolio, value $13,398,155.

    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: 57,775 shares
    • Wellington Shields & Co., LLC: 14,962 shares

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

  4. period ended2025-09-30
    13F 71,204 shares
    Change vs previous 13F -1,428 shares

    1.39% of the 13F portfolio, value $14,498,559.

    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: 58,575 shares
    • Wellington Shields & Co., LLC: 12,629 shares

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

  5. period ended2025-06-30
    13F 72,632 shares
    Change vs previous 13F +9 shares

    1.57% of the 13F portfolio, value $14,863,412.

    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: 60,475 shares
    • Wellington Shields & Co., LLC: 12,157 shares

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

  6. period ended2025-03-31
    13F 72,623 shares
    Change vs previous 13F +681 shares

    1.42% of the 13F portfolio, value $12,392,389.

    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: 60,475 shares
    • Wellington Shields & Co., LLC: 12,148 shares

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

  7. period ended2024-12-31
    13F 71,942 shares
    Change vs previous 13F +35,696 shares

    1.47% of the 13F portfolio, value $13,090,567.

    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: 60,610 shares
    • Wellington Shields & Co., LLC: 11,332 shares

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

  8. period ended2024-09-30
    13F 36,246 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $12,388,883.

    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: 30,405 shares
    • Wellington Shields & Co., LLC: 5,841 shares

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