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Wellington Shields Capital Management, LLC: WPC position timeline

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

Wellington Shields Capital Management, LLC held 37,827 WPC 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 37,827 shares
    Change vs previous 13F -2,010 shares

    0.22% of the 13F portfolio, value $2,704,607.

    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: 29,127 shares
    • Wellington Shields & Co., LLC: 8,700 shares

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

  2. period ended2026-03-31
    13F 39,837 shares
    Change vs previous 13F +1,000 shares

    0.26% of the 13F portfolio, value $2,707,301.

    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: 31,177 shares
    • Wellington Shields & Co., LLC: 8,660 shares

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

  3. period ended2025-12-31
    13F 38,837 shares
    Change vs previous 13F -1,830 shares

    0.23% of the 13F portfolio, value $2,499,529.

    13F-HR 0001506071-26-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 30,177 shares
    • Wellington Shields & Co., LLC: 8,660 shares

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

  4. period ended2025-09-30
    13F 40,667 shares
    Change vs previous 13F -340 shares

    0.26% of the 13F portfolio, value $2,747,847.

    13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 31,777 shares
    • Wellington Shields & Co., LLC: 8,890 shares

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

  5. period ended2025-06-30
    13F 41,007 shares
    Change vs previous 13F -1,750 shares

    0.27% of the 13F portfolio, value $2,557,996.

    13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 31,777 shares
    • Wellington Shields & Co., LLC: 9,230 shares

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

  6. period ended2025-03-31
    13F 42,757 shares
    Change vs previous 13F -1,033 shares

    0.31% of the 13F portfolio, value $2,698,374.

    13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 34,527 shares
    • Wellington Shields & Co., LLC: 8,230 shares

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

  7. period ended2024-12-31
    13F 43,790 shares
    Change vs previous 13F -11,293 shares

    0.27% of the 13F portfolio, value $2,385,665.

    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: 35,910 shares
    • Wellington Shields & Co., LLC: 7,880 shares

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

  8. period ended2024-09-30
    13F 55,083 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,431,674.

    13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 47,127 shares
    • Wellington Shields & Co., LLC: 7,956 shares

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