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Disclosery

Wellington Shields Capital Management, LLC: SYM position timeline

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

Wellington Shields Capital Management, LLC held 0 SYM shares at 2025-12-31 per its 13F-HR filed 2026-02-09.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -9,331 shares

    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: 0 shares
    • Wellington Shields & Co., LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 9,331 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $502,941.

    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: 3,581 shares
    • Wellington Shields & Co., LLC: 5,750 shares

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