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Nelson Capital Management, LLC: VWO position timeline

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

Nelson Capital Management, LLC held 210,736 VWO 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 210,736 shares
    Change vs previous 13F +13,604 shares

    1.38% of the 13F portfolio, value $12,578,806.

    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 197,132 shares
    Change vs previous 13F +39,733 shares

    1.3% of the 13F portfolio, value $10,654,961.

    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 157,399 shares
    Change vs previous 13F +1,029 shares

    0.99% of the 13F portfolio, value $8,461,747.

    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 156,370 shares
    Change vs previous 13F +4,811 shares

    1.01% of the 13F portfolio, value $8,472,103.

    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 151,559 shares
    Change vs previous 13F +1,039 shares

    0.99% of the 13F portfolio, value $7,496,087.

    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 150,520 shares
    Change vs previous 13F +2,237 shares

    1.18% of the 13F portfolio, value $6,812,515.

    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 148,283 shares
    Change vs previous 13F -4,009 shares

    1.08% of the 13F portfolio, value $6,530,364.

    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 152,292 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $7,287,151.

    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).