Wellington Shields Capital Management, LLC: TMO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on TMO, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 2,617 TMO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 2,617 sharesChange vs previous 13F -217 shares
0.11% of the 13F portfolio, value $1,312,226.
13F-HR 0001506071-26-000003 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 1,363 shares
- Wellington Shields & Co., LLC: 1,254 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,834 sharesChange vs previous 13F -160 shares
0.13% of the 13F portfolio, value $1,393,160.
13F-HR 0001506071-26-000002 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 1,442 shares
- Wellington Shields & Co., LLC: 1,392 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,994 sharesChange vs previous 13F +136 shares
0.16% of the 13F portfolio, value $1,734,874.
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: 1,484 shares
- Wellington Shields & Co., LLC: 1,510 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,858 sharesChange vs previous 13F -218 shares
0.13% of the 13F portfolio, value $1,386,187.
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: 1,391 shares
- Wellington Shields & Co., LLC: 1,467 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,076 sharesChange vs previous 13F -16,604 shares
0.13% of the 13F portfolio, value $1,247,195.
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: 1,396 shares
- Wellington Shields & Co., LLC: 1,680 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,680 sharesChange vs previous 13F -736 shares
1.12% of the 13F portfolio, value $9,792,768.
13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 17,081 shares
- Wellington Shields & Co., LLC: 2,599 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,416 sharesChange vs previous 13F -718 shares
1.19% of the 13F portfolio, value $10,621,016.
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: 17,681 shares
- Wellington Shields & Co., LLC: 2,735 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,134 sharesChange vs previous 13F not available
1.45% of the 13F portfolio, value $13,072,858.
13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 18,211 shares
- Wellington Shields & Co., LLC: 2,923 shares
Acceptance time not in the bulk data set (spec §4.2).