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Disclosery

Nelson Capital Management, LLC: XLF position timeline

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

Nelson Capital Management, LLC held 107,249 XLF 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 107,249 shares
    Change vs previous 13F +4,423 shares

    0.63% of the 13F portfolio, value $5,749,619.

    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 102,826 shares
    Change vs previous 13F +9,845 shares

    0.62% of the 13F portfolio, value $5,076,520.

    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 92,981 shares
    Change vs previous 13F +10,365 shares

    0.6% of the 13F portfolio, value $5,092,570.

    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 82,616 shares
    Change vs previous 13F +2,149 shares

    0.53% of the 13F portfolio, value $4,450,524.

    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 80,467 shares
    Change vs previous 13F +2,627 shares

    0.56% of the 13F portfolio, value $4,214,057.

    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 77,840 shares
    Change vs previous 13F +11,128 shares

    0.67% of the 13F portfolio, value $3,877,211.

    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 66,712 shares
    Change vs previous 13F +4,936 shares

    0.53% of the 13F portfolio, value $3,224,191.

    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 61,776 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,799,689.

    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).