Wellington Shields Capital Management, LLC: PFF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on PFF, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 18,873 PFF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 18,873 sharesChange vs previous 13F +555 shares
0.05% of the 13F portfolio, value $575,430.
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: 5,558 shares
- Wellington Shields & Co., LLC: 13,315 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,318 sharesChange vs previous 13F +2,843 shares
0.05% of the 13F portfolio, value $555,395.
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: 5,953 shares
- Wellington Shields & Co., LLC: 12,365 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,475 sharesChange vs previous 13F +1,862 shares
0.04% of the 13F portfolio, value $479,117.
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: 5,950 shares
- Wellington Shields & Co., LLC: 9,525 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,613 sharesChange vs previous 13F +3,035 shares
0.04% of the 13F portfolio, value $430,433.
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: 5,938 shares
- Wellington Shields & Co., LLC: 7,675 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,578 sharesChange vs previous 13F +845 shares
0.03% of the 13F portfolio, value $324,534.
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: 4,098 shares
- Wellington Shields & Co., LLC: 6,480 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,733 sharesChange vs previous 13F +2,701 shares
0.03% of the 13F portfolio, value $299,084.
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: 3,593 shares
- Wellington Shields & Co., LLC: 6,140 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,032 sharesChange vs previous 13F +855 shares
0.02% of the 13F portfolio, value $221,085.
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: 1,442 shares
- Wellington Shields & Co., LLC: 5,590 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,177 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $205,262.
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: 1,437 shares
- Wellington Shields & Co., LLC: 4,740 shares
Acceptance time not in the bulk data set (spec §4.2).