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Disclosery

Wellington Shields Capital Management, LLC: XLC position timeline

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

Wellington Shields Capital Management, LLC held 0 XLC shares at 2025-06-30 per its 13F-HR filed 2025-08-05.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -26,595 shares

    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: 0 shares
    • Wellington Shields & Co., LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 26,595 shares
    Change vs previous 13F +5,464 shares

    0.29% of the 13F portfolio, value $2,565,130.

    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: 26,499 shares
    • Wellington Shields & Co., LLC: 96 shares

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

  3. period ended2024-12-31
    13F 21,131 shares
    Change vs previous 13F -148 shares

    0.23% of the 13F portfolio, value $2,045,648.

    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: 21,035 shares
    • Wellington Shields & Co., LLC: 96 shares

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

  4. period ended2024-09-30
    13F 21,279 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,923,611.

    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: 21,183 shares
    • Wellington Shields & Co., LLC: 96 shares

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