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Disclosery

Nelson Capital Management, LLC: VPU position timeline

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

Nelson Capital Management, LLC held 61,096 VPU 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 61,096 shares
    Change vs previous 13F -409 shares

    1.31% of the 13F portfolio, value $11,958,226.

    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 61,505 shares
    Change vs previous 13F +99 shares

    1.49% of the 13F portfolio, value $12,186,506.

    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 61,406 shares
    Change vs previous 13F +888 shares

    1.33% of the 13F portfolio, value $11,362,478.

    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 60,518 shares
    Change vs previous 13F +1,382 shares

    1.37% of the 13F portfolio, value $11,462,624.

    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 59,136 shares
    Change vs previous 13F +810 shares

    1.38% of the 13F portfolio, value $10,438,011.

    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 58,326 shares
    Change vs previous 13F +1,343 shares

    1.72% of the 13F portfolio, value $9,962,582.

    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 56,983 shares
    Change vs previous 13F -143 shares

    1.55% of the 13F portfolio, value $9,312,084.

    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 57,126 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $9,943,396.

    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).