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Disclosery

Nelson Capital Management, LLC: XLC position timeline

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

Nelson Capital Management, LLC held 35,162 XLC 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 35,162 shares
    Change vs previous 13F +1,843 shares

    0.41% of the 13F portfolio, value $3,766,906.

    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 33,319 shares
    Change vs previous 13F +565 shares

    0.45% of the 13F portfolio, value $3,693,745.

    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 32,754 shares
    Change vs previous 13F +61 shares

    0.45% of the 13F portfolio, value $3,855,801.

    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 32,693 shares
    Change vs previous 13F +1,689 shares

    0.46% of the 13F portfolio, value $3,869,871.

    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 31,004 shares
    Change vs previous 13F +240 shares

    0.44% of the 13F portfolio, value $3,364,865.

    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 30,764 shares
    Change vs previous 13F +2,758 shares

    0.51% of the 13F portfolio, value $2,967,188.

    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 28,006 shares
    Change vs previous 13F +115 shares

    0.45% of the 13F portfolio, value $2,711,261.

    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 27,891 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,521,347.

    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).