Skip to content

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

  1. period ended2026-06-30
    13F 7,625 shares
    Change 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).

  2. period ended2026-03-31
    13F 7,975 shares
    Change 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).

  3. period ended2025-12-31
    13F 8,542 shares
    Change 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).

  4. period ended2025-09-30
    13F 8,042 shares
    Change 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).

  5. period ended2025-06-30
    13F 9,842 shares
    Change 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).

  6. period ended2025-03-31
    13F 7,542 shares
    Change 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).

  7. period ended2024-12-31
    13F 7,542 shares
    Change 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).

  8. period ended2024-09-30
    13F 7,482 shares
    Change 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).