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Wellington Shields Capital Management, LLC: WMB position timeline

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

Wellington Shields Capital Management, LLC held 11,674 WMB 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 11,674 shares
    Change vs previous 13F -600 shares

    0.07% of the 13F portfolio, value $867,882.

    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: 2,000 shares
    • Wellington Shields & Co., LLC: 9,674 shares

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

  2. period ended2026-03-31
    13F 12,274 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $893,337.

    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: 2,000 shares
    • Wellington Shields & Co., LLC: 10,274 shares

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

  3. period ended2025-12-31
    13F 12,274 shares
    Change vs previous 13F -500 shares

    0.07% of the 13F portfolio, value $737,820.

    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: 2,000 shares
    • Wellington Shields & Co., LLC: 10,274 shares

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

  4. period ended2025-09-30
    13F 12,774 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $809,264.

    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: 2,000 shares
    • Wellington Shields & Co., LLC: 10,774 shares

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

  5. period ended2025-06-30
    13F 12,774 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $802,366.

    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: 2,000 shares
    • Wellington Shields & Co., LLC: 10,774 shares

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

  6. period ended2025-03-31
    13F 12,774 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $763,403.

    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: 2,000 shares
    • Wellington Shields & Co., LLC: 10,774 shares

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

  7. period ended2024-12-31
    13F 12,774 shares
    Change vs previous 13F -500 shares

    0.08% of the 13F portfolio, value $691,355.

    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: 2,000 shares
    • Wellington Shields & Co., LLC: 10,774 shares

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

  8. period ended2024-09-30
    13F 13,274 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $605,980.

    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: 2,000 shares
    • Wellington Shields & Co., LLC: 11,274 shares

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