Skip to content
Disclosery

Nelson Capital Management, LLC: XLB position timeline

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

Nelson Capital Management, LLC held 33,949 XLB 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 33,949 shares
    Change vs previous 13F +1,270 shares

    0.19% of the 13F portfolio, value $1,725,628.

    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 32,679 shares
    Change vs previous 13F +1,809 shares

    0.2% of the 13F portfolio, value $1,632,970.

    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 30,870 shares
    Change vs previous 13F +17,408 shares

    0.16% of the 13F portfolio, value $1,399,955.

    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 13,462 shares
    Change vs previous 13F +264 shares

    0.14% of the 13F portfolio, value $1,206,465.

    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 13,198 shares
    Change vs previous 13F -18 shares

    0.15% of the 13F portfolio, value $1,158,917.

    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 13,216 shares
    Change vs previous 13F +1,128 shares

    0.2% of the 13F portfolio, value $1,136,312.

    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 12,088 shares
    Change vs previous 13F +306 shares

    0.17% of the 13F portfolio, value $1,017,085.

    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 11,782 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,135,550.

    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).