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Nelson Capital Management, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nelson Capital Management, LLC on AAPL, newest first. How the timeline and the estimate are built.

Nelson Capital Management, LLC held 93,035 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,035 shares
    Change vs previous 13F -1,135 shares

    2.95% of the 13F portfolio, value $26,920,744.

    13F-HR 0001512611-26-000004 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 94,170 shares
    Change vs previous 13F -1,770 shares

    2.92% of the 13F portfolio, value $23,899,524.

    13F-HR 0001512611-26-000002 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 95,940 shares
    Change vs previous 13F -667 shares

    3.05% of the 13F portfolio, value $26,082,376.

    13F-HR 0001512611-26-000001 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 96,607 shares
    Change vs previous 13F -2,298 shares

    2.93% of the 13F portfolio, value $24,599,160.

    13F-HR 0001512611-25-000003 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 98,905 shares
    Change vs previous 13F -626 shares

    2.68% of the 13F portfolio, value $20,292,436.

    13F-HR 0001085146-25-004113 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 99,531 shares
    Change vs previous 13F -404 shares

    3.82% of the 13F portfolio, value $22,108,926.

    13F-HR 0001085146-25-002617 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 99,935 shares
    Change vs previous 13F +1,726 shares

    4.15% of the 13F portfolio, value $25,025,841.

    13F-HR 0001085146-25-000793 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 98,209 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $22,882,807.

    13F-HR 0001085146-24-005339 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).