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Disclosery

Nelson Capital Management, LLC: MSFT position timeline

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

Nelson Capital Management, LLC held 69,664 MSFT 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 69,664 shares
    Change vs previous 13F +23 shares

    2.85% of the 13F portfolio, value $25,985,935.

    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 69,641 shares
    Change vs previous 13F +1,014 shares

    3.15% of the 13F portfolio, value $25,778,880.

    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 68,627 shares
    Change vs previous 13F -1,457 shares

    3.88% of the 13F portfolio, value $33,189,164.

    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 70,084 shares
    Change vs previous 13F -1,581 shares

    4.32% of the 13F portfolio, value $36,300,227.

    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 71,665 shares
    Change vs previous 13F +213 shares

    4.71% of the 13F portfolio, value $35,647,098.

    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 71,452 shares
    Change vs previous 13F -1,159 shares

    4.63% of the 13F portfolio, value $26,822,525.

    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 72,611 shares
    Change vs previous 13F -2,101 shares

    5.08% of the 13F portfolio, value $30,605,715.

    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 74,712 shares
    Change vs previous 13F not available

    5.42% of the 13F portfolio, value $32,148,755.

    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).