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Wellington Shields Capital Management, LLC: SJM position timeline

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

Wellington Shields Capital Management, LLC held 5,800 SJM 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 5,800 shares
    Change vs previous 13F +299 shares

    0.15% of the 13F portfolio, value $652,500.

    13F-HR 0001506073-26-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 5,501 shares
    Change vs previous 13F +5,501 shares

    0.14% of the 13F portfolio, value $530,516.

    13F-HR 0001506073-26-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,757 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.

  4. period ended2025-09-30
    13F 2,757 shares
    Change vs previous 13F -700 shares

    0.03% of the 13F portfolio, value $299,411.

    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: 756 shares
    • Wellington Shields & Co., LLC: 2,001 shares

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

  5. period ended2025-06-30
    13F 3,457 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $339,477.

    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: 756 shares
    • Wellington Shields & Co., LLC: 2,701 shares

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