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Disclosery

Nelson Capital Management, LLC: XLI position timeline

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

Nelson Capital Management, LLC held 124,403 XLI 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 124,403 shares
    Change vs previous 13F -1,179 shares

    2.53% of the 13F portfolio, value $23,043,168.

    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 125,582 shares
    Change vs previous 13F -3,483 shares

    2.48% of the 13F portfolio, value $20,310,377.

    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 129,065 shares
    Change vs previous 13F -2,157 shares

    2.34% of the 13F portfolio, value $20,020,563.

    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 131,222 shares
    Change vs previous 13F -478 shares

    2.41% of the 13F portfolio, value $20,238,370.

    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 131,700 shares
    Change vs previous 13F +1,153 shares

    2.57% of the 13F portfolio, value $19,428,384.

    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 130,547 shares
    Change vs previous 13F +3,807 shares

    2.96% of the 13F portfolio, value $17,110,796.

    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 126,740 shares
    Change vs previous 13F -524 shares

    2.77% of the 13F portfolio, value $16,699,263.

    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 127,264 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $17,236,637.

    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).