Nelson Capital Management, LLC: XCEM position timeline

Nelson Capital Management, LLC held 186,368 XCEM 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 186,368 shares

   Change vs previous 13F +4,760 shares

   1.08% of the 13F portfolio, value $9,855,140.

   13F-HR 0001512611-26-000004 filed by Nelson Capital Management, LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 181,608 shares

   Change vs previous 13F +21,715 shares

   0.9% of the 13F portfolio, value $7,411,423.

   13F-HR 0001512611-26-000002 filed by Nelson Capital Management, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 159,893 shares

   Change vs previous 13F +9,553 shares

   0.72% of the 13F portfolio, value $6,133,496.

   13F-HR 0001512611-26-000001 filed by Nelson Capital Management, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 150,340 shares

   Change vs previous 13F +5,264 shares

   0.65% of the 13F portfolio, value $5,461,853.

   13F-HR 0001512611-25-000003 filed by Nelson Capital Management, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 145,076 shares

   Change vs previous 13F not available

   0.66% of the 13F portfolio, value $4,958,698.

   13F-HR 0001085146-25-004113 filed by Nelson Capital Management, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).