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Wellington Shields Capital Management, LLC: SHEL position timeline

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

Wellington Shields Capital Management, LLC held 24,968 SHEL 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 24,968 shares
    Change vs previous 13F -1,114 shares

    0.16% of the 13F portfolio, value $1,936,044.

    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: 21,058 shares
    • Wellington Shields & Co., LLC: 3,910 shares

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

  2. period ended2026-03-31
    13F 26,082 shares
    Change vs previous 13F -2,167 shares

    0.23% of the 13F portfolio, value $2,425,657.

    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: 21,658 shares
    • Wellington Shields & Co., LLC: 4,424 shares

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

  3. period ended2025-12-31
    13F 28,249 shares
    Change vs previous 13F +400 shares

    0.19% of the 13F portfolio, value $2,075,737.

    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: 22,575 shares
    • Wellington Shields & Co., LLC: 5,674 shares

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

  4. period ended2025-09-30
    13F 27,849 shares
    Change vs previous 13F -700 shares

    0.19% of the 13F portfolio, value $1,992,039.

    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: 22,775 shares
    • Wellington Shields & Co., LLC: 5,074 shares

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

  5. period ended2025-06-30
    13F 28,549 shares
    Change vs previous 13F -4,550 shares

    0.21% of the 13F portfolio, value $2,010,135.

    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: 23,475 shares
    • Wellington Shields & Co., LLC: 5,074 shares

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

  6. period ended2025-03-31
    13F 33,099 shares
    Change vs previous 13F +6,575 shares

    0.28% of the 13F portfolio, value $2,425,495.

    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: 28,025 shares
    • Wellington Shields & Co., LLC: 5,074 shares

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

  7. period ended2024-12-31
    13F 26,524 shares
    Change vs previous 13F -1,175 shares

    0.19% of the 13F portfolio, value $1,661,729.

    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: 24,450 shares
    • Wellington Shields & Co., LLC: 2,074 shares

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

  8. period ended2024-09-30
    13F 27,699 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,826,749.

    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: 25,625 shares
    • Wellington Shields & Co., LLC: 2,074 shares

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