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Disclosery

Nelson Capital Management, LLC: IVV position timeline

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

Nelson Capital Management, LLC held 13,877 IVV 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 13,877 shares
    Change vs previous 13F +918 shares

    1.14% of the 13F portfolio, value $10,392,263.

    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 12,959 shares
    Change vs previous 13F -715 shares

    1.03% of the 13F portfolio, value $8,464,748.

    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 13,674 shares
    Change vs previous 13F -85 shares

    1.1% of the 13F portfolio, value $9,366,207.

    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 13,759 shares
    Change vs previous 13F +199 shares

    1.1% of the 13F portfolio, value $9,209,055.

    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 13,560 shares
    Change vs previous 13F +946 shares

    1.11% of the 13F portfolio, value $8,419,413.

    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 12,614 shares
    Change vs previous 13F -96 shares

    1.22% of the 13F portfolio, value $7,087,688.

    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 12,710 shares
    Change vs previous 13F +113 shares

    1.24% of the 13F portfolio, value $7,481,861.

    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 12,597 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $7,266,364.

    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).