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Wellington Shields Capital Management, LLC: WY position timeline

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

Wellington Shields Capital Management, LLC held 54,244 WY 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 54,244 shares
    Change vs previous 13F -4,655 shares

    0.11% of the 13F portfolio, value $1,298,595.

    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: 19,197 shares
    • Wellington Shields & Co., LLC: 35,047 shares

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

  2. period ended2026-03-31
    13F 58,899 shares
    Change vs previous 13F +930 shares

    0.14% of the 13F portfolio, value $1,438,897.

    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: 20,897 shares
    • Wellington Shields & Co., LLC: 38,002 shares

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

  3. period ended2025-12-31
    13F 57,969 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,373,280.

    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: 19,197 shares
    • Wellington Shields & Co., LLC: 38,772 shares

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

  4. period ended2025-09-30
    13F 57,969 shares
    Change vs previous 13F -1,000 shares

    0.14% of the 13F portfolio, value $1,437,046.

    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: 19,197 shares
    • Wellington Shields & Co., LLC: 38,772 shares

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

  5. period ended2025-06-30
    13F 58,969 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,514,907.

    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: 19,197 shares
    • Wellington Shields & Co., LLC: 39,772 shares

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

  6. period ended2025-03-31
    13F 58,969 shares
    Change vs previous 13F -500 shares

    0.2% of the 13F portfolio, value $1,726,606.

    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: 19,197 shares
    • Wellington Shields & Co., LLC: 39,772 shares

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

  7. period ended2024-12-31
    13F 59,469 shares
    Change vs previous 13F -1,275 shares

    0.19% of the 13F portfolio, value $1,674,045.

    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: 19,697 shares
    • Wellington Shields & Co., LLC: 39,772 shares

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

  8. period ended2024-09-30
    13F 60,744 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,056,783.

    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: 20,697 shares
    • Wellington Shields & Co., LLC: 40,047 shares

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