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Livermore
Livermore
ZHEN

Wellington Shields & Co., LLC

SEC CIK
0001506073
Latest filing
Aug 10, 2026

SPG holding history

Simon Property Group 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.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q2 2026)
6,224
Value
$1.39M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of SPG by Wellington Shields & Co., LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,224$1.39M0.3%−400−6.0%ReducedHolders
Q1 20266,624$1.24M0.3%−1,195−15.3%ReducedHolders
Q4 20257,819$1.45M0.4%+519+7.1%AddedHolders
Q3 20257,300$1.37M0.4%+600+9.0%AddedHolders
Q2 20256,700$1.08M0.3%+1,000+17.5%AddedHolders
Q1 20255,700$946.7K0.3%+200+3.6%AddedHolders
Q4 20245,500$947.2K0.3%−200−3.5%ReducedHolders
Q3 20245,700$963.4K0.3%00.0%UnchangedHolders
Q2 20245,700$865.3K0.3%00.0%UnchangedHolders
Q1 20245,700$892.0K0.3%00.0%UnchangedHolders
Q4 20235,700$813.0K0.3%+500+9.6%AddedHolders
Q3 20235,200$561.8K0.1%+2,000+62.5%AddedHolders
Q2 20233,200$369.5K0.1%−2,500−43.9%ReducedHolders
Q1 20235,700$638.2K0.1%−420−6.9%ReducedHolders
Q4 20226,120$719.0K0.2%00.0%UnchangedHolders
Q3 20226,120$549.0K0.2%+100+1.7%AddedHolders
Q2 20226,020$571.0K0.1%−1,050−14.9%ReducedHolders
Q1 20227,070$930.0K0.3%+300+4.4%AddedHolders
Q4 20216,770$1.08M0.2%+500+8.0%AddedHolders
Q3 20216,270$815.0K0.3%+200+3.3%AddedHolders
Q2 20216,070$792.0K0.3%+500+9.0%AddedHolders
Q1 20215,570$634.0K0.2%––Holders

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