Wellington Shields Capital Management, LLC: SYY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on SYY, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 7,625 SYY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 7,625 sharesChange vs previous 13F -350 shares
0.05% of the 13F portfolio, value $637,325.
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: 2,483 shares
- Wellington Shields & Co., LLC: 5,142 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,975 sharesChange vs previous 13F -567 shares
0.05% of the 13F portfolio, value $568,881.
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: 2,833 shares
- Wellington Shields & Co., LLC: 5,142 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,542 sharesChange vs previous 13F +500 shares
0.06% of the 13F portfolio, value $629,460.
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: 3,400 shares
- Wellington Shields & Co., LLC: 5,142 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,042 sharesChange vs previous 13F -1,800 shares
0.06% of the 13F portfolio, value $662,178.
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: 3,900 shares
- Wellington Shields & Co., LLC: 4,142 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,842 sharesChange vs previous 13F +2,300 shares
0.08% of the 13F portfolio, value $745,433.
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: 3,400 shares
- Wellington Shields & Co., LLC: 6,442 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,542 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $565,952.
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: 3,400 shares
- Wellington Shields & Co., LLC: 4,142 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,542 sharesChange vs previous 13F +60 shares
0.06% of the 13F portfolio, value $576,661.
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: 3,400 shares
- Wellington Shields & Co., LLC: 4,142 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,482 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $584,045.
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: 3,400 shares
- Wellington Shields & Co., LLC: 4,082 shares
Acceptance time not in the bulk data set (spec §4.2).