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Nelson Capital Management, LLC: AEM position timeline

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

Nelson Capital Management, LLC held 55,494 AEM 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 55,494 shares
    Change vs previous 13F -58 shares

    0.94% of the 13F portfolio, value $8,608,785.

    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 55,552 shares
    Change vs previous 13F -967 shares

    1.38% of the 13F portfolio, value $11,275,945.

    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 56,519 shares
    Change vs previous 13F -759 shares

    1.12% of the 13F portfolio, value $9,581,667.

    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 57,278 shares
    Change vs previous 13F -68 shares

    1.15% of the 13F portfolio, value $9,654,780.

    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 57,346 shares
    Change vs previous 13F +450 shares

    0.9% of the 13F portfolio, value $6,820,160.

    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 56,896 shares
    Change vs previous 13F -2,006 shares

    1.07% of the 13F portfolio, value $6,168,096.

    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 58,902 shares
    Change vs previous 13F -3,391 shares

    0.76% of the 13F portfolio, value $4,606,726.

    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 62,293 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $5,018,325.

    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).