Nelson Capital Management, LLC: PFE position timeline

Nelson Capital Management, LLC held 0 PFE shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -8,951 shares

   13F-HR 0001512611-25-000003 filed by Nelson Capital Management, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 8,951 shares

   Change vs previous 13F -82,620 shares

   0.03% of the 13F portfolio, value $216,973.

   13F-HR 0001085146-25-004113 filed by Nelson Capital Management, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 91,571 shares

   Change vs previous 13F -7,307 shares

   0.4% of the 13F portfolio, value $2,320,410.

   13F-HR 0001085146-25-002617 filed by Nelson Capital Management, LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 98,878 shares

   Change vs previous 13F -3,122 shares

   0.44% of the 13F portfolio, value $2,623,234.

   13F-HR 0001085146-25-000793 filed by Nelson Capital Management, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 102,000 shares

   Change vs previous 13F not available

   0.5% of the 13F portfolio, value $2,951,880.

   13F-HR 0001085146-24-005339 filed by Nelson Capital Management, LLC
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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