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Wellington Shields Capital Management, LLC: RKT position timeline

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

Wellington Shields Capital Management, LLC held 142,292 RKT 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 142,292 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $2,241,099.

    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: 95,692 shares
    • Wellington Shields & Co., LLC: 46,600 shares

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

  2. period ended2026-03-31
    13F 142,292 shares
    Change vs previous 13F +200 shares

    0.19% of the 13F portfolio, value $2,027,661.

    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: 95,692 shares
    • Wellington Shields & Co., LLC: 46,600 shares

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

  3. period ended2025-12-31
    13F 142,092 shares
    Change vs previous 13F -7,593 shares

    0.25% of the 13F portfolio, value $2,750,901.

    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: 95,492 shares
    • Wellington Shields & Co., LLC: 46,600 shares

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

  4. period ended2025-09-30
    13F 149,685 shares
    Change vs previous 13F -715 shares

    0.28% of the 13F portfolio, value $2,900,895.

    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: 103,085 shares
    • Wellington Shields & Co., LLC: 46,600 shares

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

  5. period ended2025-06-30
    13F 150,400 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,132,672.

    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: 103,800 shares
    • Wellington Shields & Co., LLC: 46,600 shares

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