Wellington Shields Capital Management, LLC: XME position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on XME, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 102,212 XME shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 102,212 sharesChange vs previous 13F +5,862 shares
0.89% of the 13F portfolio, value $10,929,549.
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: 101,712 shares
- Wellington Shields & Co., LLC: 500 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 96,350 sharesChange vs previous 13F +36,509 shares
0.98% of the 13F portfolio, value $10,406,800.
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: 95,850 shares
- Wellington Shields & Co., LLC: 500 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 59,841 sharesChange vs previous 13F +11,370 shares
0.57% of the 13F portfolio, value $6,200,137.
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: 59,341 shares
- Wellington Shields & Co., LLC: 500 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 48,471 sharesChange vs previous 13F +1,324 shares
0.43% of the 13F portfolio, value $4,516,978.
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: 46,721 shares
- Wellington Shields & Co., LLC: 1,750 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 47,147 sharesChange vs previous 13F -30,832 shares
0.54% of the 13F portfolio, value $3,169,224.
13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 77,979 sharesChange vs previous 13F +24,431 shares
0.79% of the 13F portfolio, value $4,366,035.
13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 53,548 sharesChange vs previous 13F +2,679 shares
0.54% of the 13F portfolio, value $3,038,841.
13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 50,869 sharesChange vs previous 13F not available
0.56% of the 13F portfolio, value $3,241,356.
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: 50,869 shares
- Wellington Shields & Co., LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).