Skip to content
Disclosery

Wellington Shields Capital Management, LLC: XLV position timeline

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

Wellington Shields Capital Management, LLC held 0 XLV shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -3,189 shares

    13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2025-06-30
    13F 3,189 shares
    Change vs previous 13F -400 shares

    0.07% of the 13F portfolio, value $429,845.

    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: 3,189 shares
    • Wellington Shields & Co., LLC: 0 shares

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

  3. period ended2025-03-31
    13F 3,589 shares
    Change vs previous 13F +1,400 shares

    0.06% of the 13F portfolio, value $524,030.

    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: 3,189 shares
    • Wellington Shields & Co., LLC: 400 shares

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

  4. period ended2024-12-31
    13F 2,189 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $301,141.

    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: 1,789 shares
    • Wellington Shields & Co., LLC: 400 shares

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

  5. period ended2024-09-30
    13F 2,189 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $337,150.

    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: 1,789 shares
    • Wellington Shields & Co., LLC: 400 shares

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