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Wellington Shields Capital Management, LLC: WM position timeline

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

Wellington Shields Capital Management, LLC held 11,705 WM 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 11,705 shares
    Change vs previous 13F -6 shares

    0.21% of the 13F portfolio, value $2,608,687.

    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: 2,270 shares
    • Wellington Shields & Co., LLC: 9,435 shares

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

  2. period ended2026-03-31
    13F 11,711 shares
    Change vs previous 13F -22 shares

    0.25% of the 13F portfolio, value $2,691,112.

    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: 2,269 shares
    • Wellington Shields & Co., LLC: 9,442 shares

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

  3. period ended2025-12-31
    13F 11,733 shares
    Change vs previous 13F +198 shares

    0.24% of the 13F portfolio, value $2,577,849.

    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: 2,269 shares
    • Wellington Shields & Co., LLC: 9,464 shares

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

  4. period ended2025-09-30
    13F 11,535 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $2,547,246.

    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: 2,372 shares
    • Wellington Shields & Co., LLC: 9,163 shares

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

  5. period ended2025-06-30
    13F 11,534 shares
    Change vs previous 13F -25 shares

    0.28% of the 13F portfolio, value $2,639,163.

    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: 2,372 shares
    • Wellington Shields & Co., LLC: 9,162 shares

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

  6. period ended2025-03-31
    13F 11,559 shares
    Change vs previous 13F -32 shares

    0.31% of the 13F portfolio, value $2,675,976.

    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: 2,371 shares
    • Wellington Shields & Co., LLC: 9,188 shares

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

  7. period ended2024-12-31
    13F 11,591 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $2,338,902.

    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: 2,371 shares
    • Wellington Shields & Co., LLC: 9,220 shares

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

  8. period ended2024-09-30
    13F 11,591 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,406,244.

    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: 2,371 shares
    • Wellington Shields & Co., LLC: 9,220 shares

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