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Disclosery

Nelson Capital Management, LLC: IHAK position timeline

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

Nelson Capital Management, LLC held 93,976 IHAK 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 93,976 shares
    Change vs previous 13F +77 shares

    0.63% of the 13F portfolio, value $5,705,283.

    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 93,899 shares
    Change vs previous 13F -367 shares

    0.5% of the 13F portfolio, value $4,098,692.

    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 94,266 shares
    Change vs previous 13F +1,439 shares

    0.53% of the 13F portfolio, value $4,536,080.

    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 92,827 shares
    Change vs previous 13F +2,961 shares

    0.58% of the 13F portfolio, value $4,857,637.

    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 89,866 shares
    Change vs previous 13F +1,866 shares

    0.63% of the 13F portfolio, value $4,781,770.

    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 88,000 shares
    Change vs previous 13F +5,684 shares

    0.71% of the 13F portfolio, value $4,134,240.

    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 82,316 shares
    Change vs previous 13F +2,670 shares

    0.67% of the 13F portfolio, value $4,016,198.

    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 79,646 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,881,947.

    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).