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Wellington Shields Capital Management, LLC: URI position timeline

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

Wellington Shields Capital Management, LLC held 442 URI 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 442 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $500,738.

    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: 365 shares
    • Wellington Shields & Co., LLC: 77 shares

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

  2. period ended2026-03-31
    13F 442 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $322,023.

    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: 365 shares
    • Wellington Shields & Co., LLC: 77 shares

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

  3. period ended2025-12-31
    13F 442 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $357,720.

    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: 365 shares
    • Wellington Shields & Co., LLC: 77 shares

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

  4. period ended2025-09-30
    13F 442 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $421,960.

    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: 365 shares
    • Wellington Shields & Co., LLC: 77 shares

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

  5. period ended2025-06-30
    13F 442 shares
    Change vs previous 13F -5 shares

    0.04% of the 13F portfolio, value $333,003.

    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: 365 shares
    • Wellington Shields & Co., LLC: 77 shares

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

  6. period ended2025-03-31
    13F 447 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $280,135.

    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: 340 shares
    • Wellington Shields & Co., LLC: 107 shares

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

  7. period ended2024-12-31
    13F 447 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $314,885.

    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: 340 shares
    • Wellington Shields & Co., LLC: 107 shares

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

  8. period ended2024-09-30
    13F 447 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $361,949.

    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: 340 shares
    • Wellington Shields & Co., LLC: 107 shares

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