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Wellington Shields Capital Management, LLC: UNH position timeline

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

Wellington Shields Capital Management, LLC held 3,198 UNH 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 3,198 shares
    Change vs previous 13F -575 shares

    0.11% of the 13F portfolio, value $1,329,182.

    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: 361 shares
    • Wellington Shields & Co., LLC: 2,837 shares

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

  2. period ended2026-03-31
    13F 3,773 shares
    Change vs previous 13F -1,682 shares

    0.1% of the 13F portfolio, value $1,020,934.

    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: 361 shares
    • Wellington Shields & Co., LLC: 3,412 shares

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

  3. period ended2025-12-31
    13F 5,455 shares
    Change vs previous 13F -281 shares

    0.17% of the 13F portfolio, value $1,800,518.

    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: 3,475 shares
    • Wellington Shields & Co., LLC: 1,980 shares

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

  4. period ended2025-09-30
    13F 5,736 shares
    Change vs previous 13F -2,059 shares

    0.19% of the 13F portfolio, value $1,980,355.

    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: 4,800 shares
    • Wellington Shields & Co., LLC: 936 shares

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

  5. period ended2025-06-30
    13F 7,795 shares
    Change vs previous 13F -8,356 shares

    0.26% of the 13F portfolio, value $2,431,955.

    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: 7,434 shares
    • Wellington Shields & Co., LLC: 361 shares

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

  6. period ended2025-03-31
    13F 16,151 shares
    Change vs previous 13F +6,099 shares

    0.97% of the 13F portfolio, value $8,459,298.

    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: 15,856 shares
    • Wellington Shields & Co., LLC: 295 shares

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

  7. period ended2024-12-31
    13F 10,052 shares
    Change vs previous 13F +2,609 shares

    0.57% of the 13F portfolio, value $5,085,046.

    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: 9,811 shares
    • Wellington Shields & Co., LLC: 241 shares

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

  8. period ended2024-09-30
    13F 7,443 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,351,854.

    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: 7,238 shares
    • Wellington Shields & Co., LLC: 205 shares

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