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Wellington Shields Capital Management, LLC: XLK position timeline

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

Wellington Shields Capital Management, LLC held 6,274 XLK 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 6,274 shares
    Change vs previous 13F -267 shares

    0.1% of the 13F portfolio, value $1,195,322.

    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: 260 shares
    • Wellington Shields & Co., LLC: 6,014 shares

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

  2. period ended2026-03-31
    13F 6,541 shares
    Change vs previous 13F -197 shares

    0.08% of the 13F portfolio, value $869,299.

    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: 546 shares
    • Wellington Shields & Co., LLC: 5,995 shares

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

  3. period ended2025-12-31
    13F 6,738 shares
    Change vs previous 13F +4,034 shares

    0.09% of the 13F portfolio, value $970,070.

    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: 546 shares
    • Wellington Shields & Co., LLC: 6,192 shares

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

  4. period ended2025-09-30
    13F 2,704 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $762,150.

    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: 273 shares
    • Wellington Shields & Co., LLC: 2,431 shares

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

  5. period ended2025-06-30
    13F 2,704 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $684,734.

    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: 273 shares
    • Wellington Shields & Co., LLC: 2,431 shares

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

  6. period ended2025-03-31
    13F 2,704 shares
    Change vs previous 13F -200 shares

    0.06% of the 13F portfolio, value $558,322.

    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: 273 shares
    • Wellington Shields & Co., LLC: 2,431 shares

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

  7. period ended2024-12-31
    13F 2,904 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $675,238.

    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: 273 shares
    • Wellington Shields & Co., LLC: 2,631 shares

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

  8. period ended2024-09-30
    13F 2,904 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $655,607.

    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: 273 shares
    • Wellington Shields & Co., LLC: 2,631 shares

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