Wellington Shields Capital Management, LLC
Position in HELE — Helen Of Troy Ltd
CIK 1506071
NEW YORK, NY
Position in HELE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$343,026
+$172,870 QoQ
Shares Held
11,800
0.0% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#104
of 199 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Wellington Shields Capital Management, LLC holds $1,658,093 across 3 Household & Personal Products names. HELE ranks #2 (20.7% of the industry book) .
All Filings in HELE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,026 | 11,800 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $170,156 | 11,800 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $250,750 | 11,800 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $297,360 | 11,800 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $334,884 | 11,800 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $631,182 | 11,800 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $705,994 | 11,800 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $729,830 | 11,800 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,094,332 | 11,800 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,359,832 | 11,800 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,425,558 | 11,800 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,375,408 | 11,800 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,274,636 | 11,800 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,123,006 | 11,800 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||