Wellington Shields Capital Management, LLC: WFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on WFC, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 2,738 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 2,738 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $226,268.
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: 600 shares
- Wellington Shields & Co., LLC: 2,138 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,738 sharesChange vs previous 13F -225 shares
0.02% of the 13F portfolio, value $217,972.
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: 600 shares
- Wellington Shields & Co., LLC: 2,138 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,963 sharesChange vs previous 13F +400 shares
0.03% of the 13F portfolio, value $276,152.
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: 825 shares
- Wellington Shields & Co., LLC: 2,138 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,563 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $214,831.
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: 825 shares
- Wellington Shields & Co., LLC: 1,738 shares
Acceptance time not in the bulk data set (spec §4.2).