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Wellington Shields Capital Management, LLC: PLTR position timeline

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

Wellington Shields Capital Management, LLC held 12,092 PLTR 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 12,092 shares
    Change vs previous 13F -9,114 shares

    0.11% of the 13F portfolio, value $1,410,774.

    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: 3,433 shares
    • Wellington Shields & Co., LLC: 8,659 shares

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

  2. period ended2026-03-31
    13F 21,206 shares
    Change vs previous 13F -1,875 shares

    0.29% of the 13F portfolio, value $3,102,014.

    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: 6,847 shares
    • Wellington Shields & Co., LLC: 14,359 shares

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

  3. period ended2025-12-31
    13F 23,081 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $4,102,648.

    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: 7,347 shares
    • Wellington Shields & Co., LLC: 15,734 shares

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

  4. period ended2025-09-30
    13F 23,081 shares
    Change vs previous 13F -844 shares

    0.4% of the 13F portfolio, value $4,210,436.

    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: 7,347 shares
    • Wellington Shields & Co., LLC: 15,734 shares

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

  5. period ended2025-06-30
    13F 23,925 shares
    Change vs previous 13F +5,504 shares

    0.35% of the 13F portfolio, value $3,261,456.

    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: 7,246 shares
    • Wellington Shields & Co., LLC: 16,679 shares

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

  6. period ended2025-03-31
    13F 18,421 shares
    Change vs previous 13F -3,128 shares

    0.18% of the 13F portfolio, value $1,554,733.

    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: 2,872 shares
    • Wellington Shields & Co., LLC: 15,549 shares

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

  7. period ended2024-12-31
    13F 21,549 shares
    Change vs previous 13F +11,900 shares

    0.18% of the 13F portfolio, value $1,629,751.

    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: 5,850 shares
    • Wellington Shields & Co., LLC: 15,699 shares

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

  8. period ended2024-09-30
    13F 9,649 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $358,943.

    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: 2,600 shares
    • Wellington Shields & Co., LLC: 7,049 shares

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