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Wellington Shields Capital Management, LLC: WAT position timeline

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

Wellington Shields Capital Management, LLC held 1,285 WAT 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 1,285 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $481,926.

    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: 1,049 shares
    • Wellington Shields & Co., LLC: 236 shares

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

  2. period ended2026-03-31
    13F 1,285 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $382,673.

    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: 1,049 shares
    • Wellington Shields & Co., LLC: 236 shares

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