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Disclosery

Nelson Capital Management, LLC: XLK position timeline

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

Nelson Capital Management, LLC held 200,639 XLK 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 200,639 shares
    Change vs previous 13F +3,122 shares

    4.19% of the 13F portfolio, value $38,225,743.

    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 197,517 shares
    Change vs previous 13F +34,429 shares

    3.2% of the 13F portfolio, value $26,250,010.

    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 163,088 shares
    Change vs previous 13F +94,571 shares

    2.75% of the 13F portfolio, value $23,479,780.

    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 68,517 shares
    Change vs previous 13F +3,445 shares

    2.3% of the 13F portfolio, value $19,312,202.

    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 65,072 shares
    Change vs previous 13F +610 shares

    2.18% of the 13F portfolio, value $16,478,183.

    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 64,462 shares
    Change vs previous 13F +4,670 shares

    2.3% of the 13F portfolio, value $13,310,114.

    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 59,792 shares
    Change vs previous 13F +1,949 shares

    2.31% of the 13F portfolio, value $13,902,836.

    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 57,843 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $13,058,636.

    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).