Position in L
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$28,868
+$1,650 QoQ
Shares Held
255
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#671
of 781 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Wellington Shields Capital Management, LLC holds $340,120 across 3 Insurance - Property & Casualty names. L ranks #3 (8.5% of the industry book) .
All Filings in L
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,868 | 255 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $27,218 | 255 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $26,854 | 255 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $25,599 | 255 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $23,373 | 255 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $23,437 | 255 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $21,511 | 254 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $20,078 | 254 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $18,983 | 254 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $19,885 | 254 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $17,675 | 254 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $16,080 | 254 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,023 | 253 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $211,947 | 3,653 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $198,322 | 3,400 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $254,682 | 5,110 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $302,818 | 5,110 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $448,035 | 6,912 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $399,121 | 6,910 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $275,582 | 5,110 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $366,701 | 6,710 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $344,088 | 6,710 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $302,084 | 6,710 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $233,172 | 6,710 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||