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Wellington Shields Capital Management, LLC: VOO position timeline

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

Wellington Shields Capital Management, LLC held 18,132 VOO 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 18,132 shares
    Change vs previous 13F +4,412 shares

    1.01% of the 13F portfolio, value $12,453,171.

    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: 18,075 shares
    • Wellington Shields & Co., LLC: 57 shares

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

  2. period ended2026-03-31
    13F 13,720 shares
    Change vs previous 13F +5,024 shares

    0.77% of the 13F portfolio, value $8,198,246.

    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: 13,663 shares
    • Wellington Shields & Co., LLC: 57 shares

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

  3. period ended2025-12-31
    13F 8,696 shares
    Change vs previous 13F +562 shares

    0.5% of the 13F portfolio, value $5,453,448.

    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: 8,694 shares
    • Wellington Shields & Co., LLC: 2 shares

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

  4. period ended2025-09-30
    13F 8,134 shares
    Change vs previous 13F -5,423 shares

    0.48% of the 13F portfolio, value $4,981,343.

    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: 8,133 shares
    • Wellington Shields & Co., LLC: 1 shares

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

  5. period ended2025-06-30
    13F 13,557 shares
    Change vs previous 13F -6,246 shares

    0.82% of the 13F portfolio, value $7,700,792.

    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: 13,556 shares
    • Wellington Shields & Co., LLC: 1 shares

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

  6. period ended2025-03-31
    13F 19,803 shares
    Change vs previous 13F +7,856 shares

    1.17% of the 13F portfolio, value $10,177,068.

    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: 19,802 shares
    • Wellington Shields & Co., LLC: 1 shares

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

  7. period ended2024-12-31
    13F 11,947 shares
    Change vs previous 13F -820 shares

    0.72% of the 13F portfolio, value $6,437,412.

    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: 11,946 shares
    • Wellington Shields & Co., LLC: 1 shares

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

  8. period ended2024-09-30
    13F 12,767 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $6,736,851.

    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: 12,766 shares
    • Wellington Shields & Co., LLC: 1 shares

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