Wellington Shields Capital Management, LLC: PL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on PL, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 16,793 PL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 16,793 sharesChange vs previous 13F -244 shares
0.05% of the 13F portfolio, value $556,352.
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: 1,200 shares
- Wellington Shields & Co., LLC: 15,593 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,037 sharesChange vs previous 13F +61 shares
0.04% of the 13F portfolio, value $476,184.
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: 1,200 shares
- Wellington Shields & Co., LLC: 15,837 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,976 sharesChange vs previous 13F +435 shares
0.03% of the 13F portfolio, value $334,767.
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: 1,200 shares
- Wellington Shields & Co., LLC: 15,776 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,541 sharesChange vs previous 13F +280 shares
0.02% of the 13F portfolio, value $214,702.
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: 1,200 shares
- Wellington Shields & Co., LLC: 15,341 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,261 sharesChange vs previous 13F +3,741 shares
0.01% of the 13F portfolio, value $99,192.
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: 1,000 shares
- Wellington Shields & Co., LLC: 15,261 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,520 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $42,318.
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: 1,000 shares
- Wellington Shields & Co., LLC: 11,520 shares
Acceptance time not in the bulk data set (spec §4.2).