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Wellington Shields Capital Management, LLC: SPY position timeline

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

Wellington Shields Capital Management, LLC held 10,878 SPY 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 10,878 shares
    Change vs previous 13F -685 shares

    0.66% of the 13F portfolio, value $8,123,589.

    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: 3,328 shares
    • Wellington Shields & Co., LLC: 7,550 shares

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

  2. period ended2026-03-31
    13F 11,563 shares
    Change vs previous 13F +196 shares

    0.71% of the 13F portfolio, value $7,519,764.

    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: 4,434 shares
    • Wellington Shields & Co., LLC: 7,129 shares

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

  3. period ended2025-12-31
    13F 11,367 shares
    Change vs previous 13F +2,667 shares

    0.71% of the 13F portfolio, value $7,751,211.

    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: 4,551 shares
    • Wellington Shields & Co., LLC: 6,816 shares

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

  4. period ended2025-09-30
    13F 8,700 shares
    Change vs previous 13F +609 shares

    0.56% of the 13F portfolio, value $5,795,551.

    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: 4,240 shares
    • Wellington Shields & Co., LLC: 4,460 shares

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

  5. period ended2025-06-30
    13F 8,091 shares
    Change vs previous 13F -658 shares

    0.53% of the 13F portfolio, value $4,998,741.

    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: 3,701 shares
    • Wellington Shields & Co., LLC: 4,390 shares

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

  6. period ended2025-03-31
    13F 8,749 shares
    Change vs previous 13F +1,410 shares

    0.56% of the 13F portfolio, value $4,894,331.

    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: 4,372 shares
    • Wellington Shields & Co., LLC: 4,377 shares

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

  7. period ended2024-12-31
    13F 7,339 shares
    Change vs previous 13F +818 shares

    0.48% of the 13F portfolio, value $4,301,379.

    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: 3,487 shares
    • Wellington Shields & Co., LLC: 3,852 shares

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

  8. period ended2024-09-30
    13F 6,521 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,741,256.

    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: 2,918 shares
    • Wellington Shields & Co., LLC: 3,603 shares

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