Wellington Shields Capital Management, LLC: TSLA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on TSLA, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 5,764 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 5,764 sharesChange vs previous 13F -580 shares
0.2% of the 13F portfolio, value $2,424,339.
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: 4,753 shares
- Wellington Shields & Co., LLC: 1,011 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,344 sharesChange vs previous 13F -161 shares
0.22% of the 13F portfolio, value $2,358,382.
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: 5,353 shares
- Wellington Shields & Co., LLC: 991 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,505 sharesChange vs previous 13F -610 shares
0.27% of the 13F portfolio, value $2,925,428.
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: 5,553 shares
- Wellington Shields & Co., LLC: 952 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,115 sharesChange vs previous 13F -122 shares
0.3% of the 13F portfolio, value $3,164,183.
13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 6,053 shares
- Wellington Shields & Co., LLC: 1,062 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,237 sharesChange vs previous 13F +819 shares
0.24% of the 13F portfolio, value $2,298,905.
13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 6,353 shares
- Wellington Shields & Co., LLC: 884 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,418 sharesChange vs previous 13F +911 shares
0.19% of the 13F portfolio, value $1,663,288.
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: 5,603 shares
- Wellington Shields & Co., LLC: 815 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,507 sharesChange vs previous 13F +358 shares
0.25% of the 13F portfolio, value $2,223,947.
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: 5,103 shares
- Wellington Shields & Co., LLC: 404 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,149 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $1,347,133.
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: 4,655 shares
- Wellington Shields & Co., LLC: 494 shares
Acceptance time not in the bulk data set (spec §4.2).