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Wellington Shields Capital Management, LLC: SPG position timeline

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

Wellington Shields Capital Management, LLC held 19,689 SPG 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 19,689 shares
    Change vs previous 13F +1,410 shares

    0.36% of the 13F portfolio, value $4,403,445.

    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: 13,465 shares
    • Wellington Shields & Co., LLC: 6,224 shares

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

  2. period ended2026-03-31
    13F 18,279 shares
    Change vs previous 13F -1,220 shares

    0.32% of the 13F portfolio, value $3,409,582.

    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: 11,655 shares
    • Wellington Shields & Co., LLC: 6,624 shares

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

  3. period ended2025-12-31
    13F 19,499 shares
    Change vs previous 13F +519 shares

    0.33% of the 13F portfolio, value $3,609,460.

    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: 11,680 shares
    • Wellington Shields & Co., LLC: 7,819 shares

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

  4. period ended2025-09-30
    13F 18,980 shares
    Change vs previous 13F +600 shares

    0.34% of the 13F portfolio, value $3,561,977.

    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: 11,680 shares
    • Wellington Shields & Co., LLC: 7,300 shares

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

  5. period ended2025-06-30
    13F 18,380 shares
    Change vs previous 13F +1,350 shares

    0.31% of the 13F portfolio, value $2,954,769.

    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: 11,680 shares
    • Wellington Shields & Co., LLC: 6,700 shares

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

  6. period ended2025-03-31
    13F 17,030 shares
    Change vs previous 13F +225 shares

    0.32% of the 13F portfolio, value $2,828,342.

    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: 11,330 shares
    • Wellington Shields & Co., LLC: 5,700 shares

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

  7. period ended2024-12-31
    13F 16,805 shares
    Change vs previous 13F -1,120 shares

    0.32% of the 13F portfolio, value $2,893,989.

    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: 11,305 shares
    • Wellington Shields & Co., LLC: 5,500 shares

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

  8. period ended2024-09-30
    13F 17,925 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,029,684.

    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: 12,225 shares
    • Wellington Shields & Co., LLC: 5,700 shares

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