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Wellington Shields Capital Management, LLC: SMH position timeline

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

Wellington Shields Capital Management, LLC held 11,411 SMH 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 11,411 shares
    Change vs previous 13F -1,109 shares

    0.95% of the 13F portfolio, value $7,484,172.

    13F-HR 0001506071-26-000003 filed by Wellington Shields Capital Management, 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 12,520 shares
    Change vs previous 13F -575 shares

    0.72% of the 13F portfolio, value $4,800,127.

    13F-HR 0001506071-26-000002 filed by Wellington Shields Capital Management, 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 13,095 shares
    Change vs previous 13F -55 shares

    0.69% of the 13F portfolio, value $4,715,864.

    13F-HR 0001506071-26-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 13,150 shares
    Change vs previous 13F -761 shares

    0.65% of the 13F portfolio, value $4,291,688.

    13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 13,911 shares
    Change vs previous 13F -10,213 shares

    0.66% of the 13F portfolio, value $3,879,546.

    13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 24,124 shares
    Change vs previous 13F +9,696 shares

    0.93% of the 13F portfolio, value $5,101,537.

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

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

  7. period ended2024-12-31
    13F 14,428 shares
    Change vs previous 13F +15 shares

    0.62% of the 13F portfolio, value $3,494,069.

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

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

  8. period ended2024-09-30
    13F 14,413 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $3,537,718.

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

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