Wellington Shields Capital Management, LLC: SHOP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on SHOP, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 20,600 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 20,600 sharesChange vs previous 13F -2,050 shares
0.19% of the 13F portfolio, value $2,352,108.
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: 8,000 shares
- Wellington Shields & Co., LLC: 12,600 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 22,650 sharesChange vs previous 13F -443 shares
0.25% of the 13F portfolio, value $2,686,743.
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: 8,200 shares
- Wellington Shields & Co., LLC: 14,450 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,093 sharesChange vs previous 13F -750 shares
0.34% of the 13F portfolio, value $3,717,280.
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: 8,200 shares
- Wellington Shields & Co., LLC: 14,893 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 23,843 sharesChange vs previous 13F -300 shares
0.34% of the 13F portfolio, value $3,543,308.
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: 8,200 shares
- Wellington Shields & Co., LLC: 15,643 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,143 sharesChange vs previous 13F -3,650 shares
0.29% of the 13F portfolio, value $2,784,895.
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: 8,200 shares
- Wellington Shields & Co., LLC: 15,943 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 27,793 sharesChange vs previous 13F -4,410 shares
0.3% of the 13F portfolio, value $2,653,676.
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: 9,450 shares
- Wellington Shields & Co., LLC: 18,343 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32,203 sharesChange vs previous 13F -880 shares
0.38% of the 13F portfolio, value $3,424,145.
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: 11,200 shares
- Wellington Shields & Co., LLC: 21,003 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 33,083 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $2,651,272.
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: 11,500 shares
- Wellington Shields & Co., LLC: 21,583 shares
Acceptance time not in the bulk data set (spec §4.2).