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Wellington Shields Capital Management, LLC: SPGI position timeline

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

Wellington Shields Capital Management, LLC held 5,981 SPGI 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 5,981 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $2,435,822.

    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: 181 shares
    • Wellington Shields & Co., LLC: 5,800 shares

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

  2. period ended2026-03-31
    13F 5,981 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $2,543,959.

    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: 181 shares
    • Wellington Shields & Co., LLC: 5,800 shares

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

  3. period ended2025-12-31
    13F 5,981 shares
    Change vs previous 13F -400 shares

    0.29% of the 13F portfolio, value $3,125,611.

    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: 181 shares
    • Wellington Shields & Co., LLC: 5,800 shares

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

  4. period ended2025-09-30
    13F 6,381 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $3,105,697.

    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: 181 shares
    • Wellington Shields & Co., LLC: 6,200 shares

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

  5. period ended2025-06-30
    13F 6,381 shares
    Change vs previous 13F -400 shares

    0.36% of the 13F portfolio, value $3,364,637.

    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: 181 shares
    • Wellington Shields & Co., LLC: 6,200 shares

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

  6. period ended2025-03-31
    13F 6,781 shares
    Change vs previous 13F -219 shares

    0.4% of the 13F portfolio, value $3,445,426.

    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: 181 shares
    • Wellington Shields & Co., LLC: 6,600 shares

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

  7. period ended2024-12-31
    13F 7,000 shares
    Change vs previous 13F 0 shares

    1.07% of the 13F portfolio, value $3,486,210.

    13F-HR 0001506071-25-000002 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).

  8. period ended2024-09-30
    13F 7,000 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $3,616,340.

    13F-HR 0001506071-24-000003 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).