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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

  1. period ended2026-06-30
    13F 5,764 shares
    Change 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).

  2. period ended2026-03-31
    13F 6,344 shares
    Change 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).

  3. period ended2025-12-31
    13F 6,505 shares
    Change 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).

  4. period ended2025-09-30
    13F 7,115 shares
    Change 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).

  5. period ended2025-06-30
    13F 7,237 shares
    Change 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).

  6. period ended2025-03-31
    13F 6,418 shares
    Change 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).

  7. period ended2024-12-31
    13F 5,507 shares
    Change 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).

  8. period ended2024-09-30
    13F 5,149 shares
    Change 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).