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Wellington Shields Capital Management, LLC: XLI position timeline

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

Wellington Shields Capital Management, LLC held 2,283 XLI 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 2,283 shares
    Change vs previous 13F +406 shares

    0.03% of the 13F portfolio, value $422,971.

    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: 1,585 shares
    • Wellington Shields & Co., LLC: 698 shares

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

  2. period ended2026-03-31
    13F 1,877 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $303,563.

    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: 1,179 shares
    • Wellington Shields & Co., LLC: 698 shares

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

  3. period ended2025-12-31
    13F 1,876 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $291,064.

    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: 1,179 shares
    • Wellington Shields & Co., LLC: 697 shares

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

  4. period ended2025-09-30
    13F 1,876 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $289,285.

    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: 1,179 shares
    • Wellington Shields & Co., LLC: 697 shares

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

  5. period ended2025-06-30
    13F 1,875 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $276,574.

    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: 1,179 shares
    • Wellington Shields & Co., LLC: 696 shares

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

  6. period ended2025-03-31
    13F 1,874 shares
    Change vs previous 13F -5 shares

    0.03% of the 13F portfolio, value $245,652.

    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: 1,179 shares
    • Wellington Shields & Co., LLC: 695 shares

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

  7. period ended2024-12-31
    13F 1,879 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $247,541.

    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: 1,184 shares
    • Wellington Shields & Co., LLC: 695 shares

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

  8. period ended2024-09-30
    13F 1,878 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $254,311.

    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: 1,184 shares
    • Wellington Shields & Co., LLC: 694 shares

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