Wellington Shields Capital Management, LLC: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on V, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 21,278 V shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 21,278 sharesChange vs previous 13F -55 shares
0.59% of the 13F portfolio, value $7,300,212.
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: 8,860 shares
- Wellington Shields & Co., LLC: 12,418 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,333 sharesChange vs previous 13F -2,012 shares
0.61% of the 13F portfolio, value $6,447,536.
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: 8,904 shares
- Wellington Shields & Co., LLC: 12,429 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,345 sharesChange vs previous 13F +443 shares
0.75% of the 13F portfolio, value $8,187,151.
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: 10,404 shares
- Wellington Shields & Co., LLC: 12,941 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,902 sharesChange vs previous 13F +453 shares
0.75% of the 13F portfolio, value $7,818,286.
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: 10,254 shares
- Wellington Shields & Co., LLC: 12,648 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 22,449 sharesChange vs previous 13F +99 shares
0.84% of the 13F portfolio, value $7,970,518.
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: 10,107 shares
- Wellington Shields & Co., LLC: 12,342 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 22,350 sharesChange vs previous 13F -353 shares
0.9% of the 13F portfolio, value $7,832,781.
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: 10,107 shares
- Wellington Shields & Co., LLC: 12,243 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 22,703 sharesChange vs previous 13F -1,558 shares
0.8% of the 13F portfolio, value $7,175,056.
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: 10,742 shares
- Wellington Shields & Co., LLC: 11,961 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 24,261 sharesChange vs previous 13F not available
0.74% of the 13F portfolio, value $6,670,562.
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: 11,502 shares
- Wellington Shields & Co., LLC: 12,759 shares
Acceptance time not in the bulk data set (spec §4.2).