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Wellington Shields Capital Management, LLC: XLF position timeline

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

Wellington Shields Capital Management, LLC held 10,611 XLF 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 10,611 shares
    Change vs previous 13F +2,814 shares

    0.05% of the 13F portfolio, value $568,856.

    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: 10,111 shares
    • Wellington Shields & Co., LLC: 500 shares

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

  2. period ended2026-03-31
    13F 7,797 shares
    Change vs previous 13F -11,225 shares

    0.04% of the 13F portfolio, value $384,950.

    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: 7,297 shares
    • Wellington Shields & Co., LLC: 500 shares

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

  3. period ended2025-12-31
    13F 19,022 shares
    Change vs previous 13F -4,135 shares

    0.1% of the 13F portfolio, value $1,041,820.

    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: 18,022 shares
    • Wellington Shields & Co., LLC: 1,000 shares

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

  4. period ended2025-09-30
    13F 23,157 shares
    Change vs previous 13F +1,906 shares

    0.12% of the 13F portfolio, value $1,247,489.

    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: 22,157 shares
    • Wellington Shields & Co., LLC: 1,000 shares

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

  5. period ended2025-06-30
    13F 21,251 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,112,918.

    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: 20,251 shares
    • Wellington Shields & Co., LLC: 1,000 shares

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

  6. period ended2025-03-31
    13F 21,251 shares
    Change vs previous 13F +599 shares

    0.12% of the 13F portfolio, value $1,058,499.

    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: 20,251 shares
    • Wellington Shields & Co., LLC: 1,000 shares

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

  7. period ended2024-12-31
    13F 20,652 shares
    Change vs previous 13F -1,202 shares

    0.11% of the 13F portfolio, value $998,130.

    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: 19,150 shares
    • Wellington Shields & Co., LLC: 1,502 shares

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

  8. period ended2024-09-30
    13F 21,854 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $990,422.

    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: 20,352 shares
    • Wellington Shields & Co., LLC: 1,502 shares

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