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Disclosery

Nelson Capital Management, LLC: SCHF position timeline

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

Nelson Capital Management, LLC held 118,460 SCHF 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 118,460 shares
    Change vs previous 13F -2,502 shares

    0.36% of the 13F portfolio, value $3,281,342.

    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 120,962 shares
    Change vs previous 13F -3,070 shares

    0.37% of the 13F portfolio, value $2,993,810.

    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 124,032 shares
    Change vs previous 13F -5,546 shares

    0.35% of the 13F portfolio, value $2,981,730.

    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 129,578 shares
    Change vs previous 13F -116 shares

    0.36% of the 13F portfolio, value $3,016,576.

    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 129,694 shares
    Change vs previous 13F -2,380 shares

    0.38% of the 13F portfolio, value $2,866,238.

    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 132,074 shares
    Change vs previous 13F -3,719 shares

    0.45% of the 13F portfolio, value $2,612,424.

    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 135,793 shares
    Change vs previous 13F +69,376 shares

    0.42% of the 13F portfolio, value $2,512,171.

    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 66,417 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,731,068.

    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).