Wellington Shields Capital Management, LLC: UBER position timeline

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

Wellington Shields Capital Management, LLC held 52,090 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 52,090 shares
Change vs previous 13F +48,794 shares
0.3% of the 13F portfolio, value $3,758,814.
13F-HR 0001506071-26-000003 filed by Wellington Shields Capital Management, LLC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Wellington Shields Capital Management, LLC: 50,990 shares
- Wellington Shields & Co., LLC: 1,100 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,296 shares
Change vs previous 13F -628 shares
0.02% of the 13F portfolio, value $237,082.
13F-HR 0001506071-26-000002 filed by Wellington Shields Capital Management, LLC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Wellington Shields Capital Management, LLC: 1,846 shares
- Wellington Shields & Co., LLC: 1,450 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,924 shares
Change vs previous 13F -350 shares
0.03% of the 13F portfolio, value $320,631.
13F-HR 0001506071-26-000001 filed by Wellington Shields Capital Management, LLC
Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Wellington Shields Capital Management, LLC: 2,074 shares
- Wellington Shields & Co., LLC: 1,850 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 4,274 shares
Change vs previous 13F -3 shares
0.04% of the 13F portfolio, value $418,724.
13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, LLC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Wellington Shields Capital Management, LLC: 2,624 shares
- Wellington Shields & Co., LLC: 1,650 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 4,277 shares
Change vs previous 13F +5 shares
0.04% of the 13F portfolio, value $399,044.
13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, LLC
Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Wellington Shields Capital Management, LLC: 2,627 shares
- Wellington Shields & Co., LLC: 1,650 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 4,272 shares
Change vs previous 13F +475 shares
0.04% of the 13F portfolio, value $311,258.
13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Wellington Shields Capital Management, LLC: 2,422 shares
- Wellington Shields & Co., LLC: 1,850 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,797 shares
Change vs previous 13F +706 shares
0.03% of the 13F portfolio, value $229,035.
13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Wellington Shields Capital Management, LLC: 2,943 shares
- Wellington Shields & Co., LLC: 854 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 3,091 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $232,320.
13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Wellington Shields Capital Management, LLC: 2,637 shares
- Wellington Shields & Co., LLC: 454 shares
Acceptance time not in the bulk data set (spec §4.2).