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Nelson Capital Management, LLC: VB position timeline

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

Nelson Capital Management, LLC held 61,952 VB 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 61,952 shares
    Change vs previous 13F -734 shares

    2.06% of the 13F portfolio, value $18,778,894.

    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 62,686 shares
    Change vs previous 13F -173 shares

    2% of the 13F portfolio, value $16,418,720.

    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 62,859 shares
    Change vs previous 13F -356 shares

    1.9% of the 13F portfolio, value $16,214,482.

    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 63,215 shares
    Change vs previous 13F -78 shares

    1.91% of the 13F portfolio, value $16,074,323.

    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 63,293 shares
    Change vs previous 13F -20,264 shares

    1.98% of the 13F portfolio, value $14,999,187.

    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 83,557 shares
    Change vs previous 13F +1,953 shares

    3.2% of the 13F portfolio, value $18,528,767.

    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 81,604 shares
    Change vs previous 13F -2,927 shares

    3.25% of the 13F portfolio, value $19,607,812.

    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 84,531 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $20,051,610.

    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).