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Livermore
Livermore
ZHEN

Wellington Shields & Co., LLC

SEC CIK
0001506073
Latest filing
Aug 10, 2026

PSNL holding history

Personalis, Inc. in every 13F filed by Wellington Shields & Co., LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSNL overviewAll 13F holders of PSNLFull Q2 2026 holdings

Shares (Q2 2026)
292,489
Value
$3.92M
% of portfolio
0.9%
Quarters held
22
Since Q1 2021
Holdings of PSNL by Wellington Shields & Co., LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026292,489$3.92M0.9%00.0%UnchangedHolders
Q1 2026292,489$1.86M0.5%00.0%UnchangedHolders
Q4 2025292,489$2.33M0.6%00.0%UnchangedHolders
Q3 2025292,489$1.91M0.5%00.0%UnchangedHolders
Q2 2025292,489$1.92M0.5%00.0%UnchangedHolders
Q1 2025292,489$1.03M0.3%00.0%UnchangedHolders
Q4 2024292,489$1.69M0.5%00.0%UnchangedHolders
Q3 2024292,489$1.57M0.5%00.0%UnchangedHolders
Q2 2024292,489$342.2K0.1%−1,608−0.5%ReducedHolders
Q1 2024294,097$438.2K0.1%00.0%UnchangedHolders
Q4 2023294,097$617.6K0.2%−310,170−51.3%ReducedHolders
Q3 2023604,267$731.2K0.2%−13,144−2.1%ReducedHolders
Q2 2023617,411$1.16M0.3%−395,902−39.1%ReducedHolders
Q1 20231,013,313$2.80M0.6%00.0%UnchangedHolders
Q4 20221,013,313$2.01M0.5%+86,947+9.4%AddedHolders
Q3 2022926,366$2.75M1.2%00.0%UnchangedHolders
Q2 2022926,366$3.20M0.8%+5,888+0.6%AddedHolders
Q1 2022920,478$7.54M2.5%00.0%UnchangedHolders
Q4 2021920,478$13.1M2.6%00.0%UnchangedHolders
Q3 2021920,478$17.7M6.2%00.0%UnchangedHolders
Q2 2021920,478$23.3M7.7%00.0%UnchangedHolders
Q1 2021920,478$22.7M8.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.