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Disclosery

Nelson Capital Management, LLC: PG position timeline

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

Nelson Capital Management, LLC held 46,778 PG 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 46,778 shares
    Change vs previous 13F -702 shares

    0.75% of the 13F portfolio, value $6,859,595.

    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 47,480 shares
    Change vs previous 13F -329 shares

    0.84% of the 13F portfolio, value $6,858,044.

    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 47,809 shares
    Change vs previous 13F -864 shares

    0.8% of the 13F portfolio, value $6,851,540.

    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 48,673 shares
    Change vs previous 13F -786 shares

    0.89% of the 13F portfolio, value $7,478,641.

    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 49,459 shares
    Change vs previous 13F +323 shares

    1.04% of the 13F portfolio, value $7,879,844.

    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 49,136 shares
    Change vs previous 13F -151 shares

    1.45% of the 13F portfolio, value $8,373,795.

    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 49,287 shares
    Change vs previous 13F -1,944 shares

    1.37% of the 13F portfolio, value $8,263,003.

    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 51,231 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $8,873,248.

    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).