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Wellington Shields Capital Management, LLC: UPS position timeline

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

Wellington Shields Capital Management, LLC held 13,613 UPS 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 13,613 shares
    Change vs previous 13F +5,738 shares

    0.12% of the 13F portfolio, value $1,463,398.

    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: 7,700 shares
    • Wellington Shields & Co., LLC: 5,913 shares

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

  2. period ended2026-03-31
    13F 7,875 shares
    Change vs previous 13F -200 shares

    0.07% of the 13F portfolio, value $774,743.

    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: 1,562 shares
    • Wellington Shields & Co., LLC: 6,313 shares

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

  3. period ended2025-12-31
    13F 8,075 shares
    Change vs previous 13F -2,387 shares

    0.07% of the 13F portfolio, value $800,959.

    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: 1,562 shares
    • Wellington Shields & Co., LLC: 6,513 shares

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

  4. period ended2025-09-30
    13F 10,462 shares
    Change vs previous 13F +1,500 shares

    0.08% of the 13F portfolio, value $873,891.

    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: 1,562 shares
    • Wellington Shields & Co., LLC: 8,900 shares

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

  5. period ended2025-06-30
    13F 8,962 shares
    Change vs previous 13F -185 shares

    0.1% of the 13F portfolio, value $904,624.

    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: 1,562 shares
    • Wellington Shields & Co., LLC: 7,400 shares

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

  6. period ended2025-03-31
    13F 9,147 shares
    Change vs previous 13F +2,100 shares

    0.12% of the 13F portfolio, value $1,006,078.

    13F-HR 0000825293-25-000004 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 1,562 shares
    • Wellington Shields & Co., LLC: 7,585 shares

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

  7. period ended2024-12-31
    13F 7,047 shares
    Change vs previous 13F +1,000 shares

    0.1% of the 13F portfolio, value $888,627.

    13F-HR 0001506071-25-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 1,562 shares
    • Wellington Shields & Co., LLC: 5,485 shares

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

  8. period ended2024-09-30
    13F 6,047 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $824,448.

    13F-HR 0001506071-24-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 1,562 shares
    • Wellington Shields & Co., LLC: 4,485 shares

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