Wellington Shields Capital Management, LLC: WBD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on WBD, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 14,469 WBD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 14,469 sharesChange vs previous 13F -1,401 shares
0.03% of the 13F portfolio, value $385,742.
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: 403 shares
- Wellington Shields & Co., LLC: 14,066 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,870 sharesChange vs previous 13F -344 shares
0.04% of the 13F portfolio, value $435,801.
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: 1,804 shares
- Wellington Shields & Co., LLC: 14,066 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,214 sharesChange vs previous 13F -1,200 shares
0.04% of the 13F portfolio, value $467,289.
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: 2,022 shares
- Wellington Shields & Co., LLC: 14,192 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,414 sharesChange vs previous 13F -3 shares
0.03% of the 13F portfolio, value $340,097.
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: 3,126 shares
- Wellington Shields & Co., LLC: 14,288 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,417 sharesChange vs previous 13F -465 shares
0.02% of the 13F portfolio, value $199,603.
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: 3,129 shares
- Wellington Shields & Co., LLC: 14,288 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,882 sharesChange vs previous 13F -13,388 shares
0.02% of the 13F portfolio, value $191,878.
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: 3,571 shares
- Wellington Shields & Co., LLC: 14,311 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 31,270 sharesChange vs previous 13F +9,214 shares
0.02% of the 13F portfolio, value $208,222.
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: 16,539 shares
- Wellington Shields & Co., LLC: 14,731 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 22,056 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $181,965.
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: 5,006 shares
- Wellington Shields & Co., LLC: 17,050 shares
Acceptance time not in the bulk data set (spec §4.2).