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Wellington Shields Capital Management, LLC: SBUX position timeline

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

Wellington Shields Capital Management, LLC held 2,060 SBUX 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 2,060 shares
    Change vs previous 13F +2,060 shares

    0.02% of the 13F portfolio, value $210,511.

    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: 1,000 shares
    • Wellington Shields & Co., LLC: 1,060 shares

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,465 shares

    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: 0 shares
    • Wellington Shields & Co., LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 2,465 shares
    Change vs previous 13F -250 shares

    0.02% of the 13F portfolio, value $208,539.

    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: 1,555 shares
    • Wellington Shields & Co., LLC: 910 shares

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

  4. period ended2025-06-30
    13F 2,715 shares
    Change vs previous 13F -105 shares

    0.03% of the 13F portfolio, value $248,776.

    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: 1,555 shares
    • Wellington Shields & Co., LLC: 1,160 shares

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

  5. period ended2025-03-31
    13F 2,820 shares
    Change vs previous 13F -1,500 shares

    0.03% of the 13F portfolio, value $276,614.

    13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 1,555 shares
    • Wellington Shields & Co., LLC: 1,265 shares

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

  6. period ended2024-12-31
    13F 4,320 shares
    Change vs previous 13F -100 shares

    0.04% of the 13F portfolio, value $394,200.

    13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 3,055 shares
    • Wellington Shields & Co., LLC: 1,265 shares

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

  7. period ended2024-09-30
    13F 4,420 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $430,906.

    13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 3,255 shares
    • Wellington Shields & Co., LLC: 1,165 shares

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