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Wellington Shields Capital Management, LLC: T position timeline

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

Wellington Shields Capital Management, LLC held 118,148 T 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 118,148 shares
    Change vs previous 13F -4,014 shares

    0.2% of the 13F portfolio, value $2,445,658.

    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: 33,689 shares
    • Wellington Shields & Co., LLC: 84,459 shares

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

  2. period ended2026-03-31
    13F 122,162 shares
    Change vs previous 13F +1,736 shares

    0.33% of the 13F portfolio, value $3,541,479.

    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: 36,618 shares
    • Wellington Shields & Co., LLC: 85,544 shares

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

  3. period ended2025-12-31
    13F 120,426 shares
    Change vs previous 13F -2,024 shares

    0.27% of the 13F portfolio, value $2,991,386.

    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: 34,582 shares
    • Wellington Shields & Co., LLC: 85,844 shares

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

  4. period ended2025-09-30
    13F 122,450 shares
    Change vs previous 13F -2,478 shares

    0.33% of the 13F portfolio, value $3,457,990.

    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: 40,602 shares
    • Wellington Shields & Co., LLC: 81,848 shares

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

  5. period ended2025-06-30
    13F 124,928 shares
    Change vs previous 13F +1,597 shares

    0.38% of the 13F portfolio, value $3,615,402.

    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: 42,334 shares
    • Wellington Shields & Co., LLC: 82,594 shares

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

  6. period ended2025-03-31
    13F 123,331 shares
    Change vs previous 13F -108,704 shares

    0.4% of the 13F portfolio, value $3,487,786.

    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: 41,491 shares
    • Wellington Shields & Co., LLC: 81,840 shares

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

  7. period ended2024-12-31
    13F 232,035 shares
    Change vs previous 13F +108,541 shares

    0.31% of the 13F portfolio, value $2,804,907.

    13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 148,880 shares
    • Wellington Shields & Co., LLC: 83,155 shares

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

  8. period ended2024-09-30
    13F 123,494 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,716,863.

    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: 39,820 shares
    • Wellington Shields & Co., LLC: 83,674 shares

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