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Wellington Shields Capital Management, LLC: SMG position timeline

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

Wellington Shields Capital Management, LLC held 4,361 SMG 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 4,361 shares
    Change vs previous 13F -54 shares

    0.02% of the 13F portfolio, value $297,028.

    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: 2,000 shares
    • Wellington Shields & Co., LLC: 2,361 shares

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

  2. period ended2026-03-31
    13F 4,415 shares
    Change vs previous 13F +45 shares

    0.03% of the 13F portfolio, value $268,476.

    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: 2,000 shares
    • Wellington Shields & Co., LLC: 2,415 shares

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

  3. period ended2025-12-31
    13F 4,370 shares
    Change vs previous 13F -325 shares

    0.02% of the 13F portfolio, value $254,989.

    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: 2,001 shares
    • Wellington Shields & Co., LLC: 2,369 shares

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

  4. period ended2025-09-30
    13F 4,695 shares
    Change vs previous 13F -9 shares

    0.03% of the 13F portfolio, value $267,380.

    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: 2,001 shares
    • Wellington Shields & Co., LLC: 2,694 shares

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

  5. period ended2025-06-30
    13F 4,704 shares
    Change vs previous 13F +193 shares

    0.03% of the 13F portfolio, value $310,276.

    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: 2,001 shares
    • Wellington Shields & Co., LLC: 2,703 shares

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

  6. period ended2025-03-31
    13F 4,511 shares
    Change vs previous 13F -1,591 shares

    0.03% of the 13F portfolio, value $247,608.

    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: 1,723 shares
    • Wellington Shields & Co., LLC: 2,788 shares

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

  7. period ended2024-12-31
    13F 6,102 shares
    Change vs previous 13F -662 shares

    0.05% of the 13F portfolio, value $404,807.

    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: 1,723 shares
    • Wellington Shields & Co., LLC: 4,379 shares

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

  8. period ended2024-09-30
    13F 6,764 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $586,439.

    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: 1,723 shares
    • Wellington Shields & Co., LLC: 5,041 shares

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