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Disclosery

Nelson Capital Management, LLC: PFFD position timeline

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

Nelson Capital Management, LLC held 11,549 PFFD 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 11,549 shares
    Change vs previous 13F -10,670 shares

    0.02% of the 13F portfolio, value $215,851.

    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 22,219 shares
    Change vs previous 13F -6,223 shares

    0.05% of the 13F portfolio, value $408,830.

    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 28,442 shares
    Change vs previous 13F -2,649 shares

    0.06% of the 13F portfolio, value $537,839.

    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 31,091 shares
    Change vs previous 13F +6,399 shares

    0.07% of the 13F portfolio, value $604,099.

    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 24,692 shares
    Change vs previous 13F +360 shares

    0.06% of the 13F portfolio, value $464,951.

    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 24,332 shares
    Change vs previous 13F -5,643 shares

    0.08% of the 13F portfolio, value $463,282.

    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 29,975 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $584,813.

    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 29,975 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $622,881.

    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).