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Wellington Shields Capital Management, LLC: RKLB position timeline

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

Wellington Shields Capital Management, LLC held 69,064 RKLB 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 69,064 shares
    Change vs previous 13F +2,544 shares

    0.57% of the 13F portfolio, value $7,020,356.

    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: 9,900 shares
    • Wellington Shields & Co., LLC: 59,164 shares

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

  2. period ended2026-03-31
    13F 66,520 shares
    Change vs previous 13F +477 shares

    0.4% of the 13F portfolio, value $4,271,914.

    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: 8,400 shares
    • Wellington Shields & Co., LLC: 58,120 shares

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

  3. period ended2025-12-31
    13F 66,043 shares
    Change vs previous 13F -15,013 shares

    0.42% of the 13F portfolio, value $4,607,160.

    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: 8,400 shares
    • Wellington Shields & Co., LLC: 57,643 shares

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

  4. period ended2025-09-30
    13F 81,056 shares
    Change vs previous 13F -3,859 shares

    0.37% of the 13F portfolio, value $3,883,393.

    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: 8,400 shares
    • Wellington Shields & Co., LLC: 72,656 shares

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

  5. period ended2025-06-30
    13F 84,915 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,037,410.

    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: 8,400 shares
    • Wellington Shields & Co., LLC: 76,515 shares

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