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Disclosery

Nelson Capital Management, LLC: SPY position timeline

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

Nelson Capital Management, LLC held 14,592 SPY 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 14,592 shares
    Change vs previous 13F -168 shares

    1.2% of the 13F portfolio, value $10,896,676.

    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 14,760 shares
    Change vs previous 13F -288 shares

    1.17% of the 13F portfolio, value $9,598,772.

    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 15,048 shares
    Change vs previous 13F -528 shares

    1.2% of the 13F portfolio, value $10,261,861.

    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 15,576 shares
    Change vs previous 13F -374 shares

    1.24% of the 13F portfolio, value $10,376,654.

    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 15,950 shares
    Change vs previous 13F +416 shares

    1.3% of the 13F portfolio, value $9,854,843.

    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 15,534 shares
    Change vs previous 13F -73 shares

    1.5% of the 13F portfolio, value $8,689,603.

    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 15,607 shares
    Change vs previous 13F +1,019 shares

    1.52% of the 13F portfolio, value $9,146,992.

    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 14,588 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $8,370,051.

    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).