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Disclosery

Nelson Capital Management, LLC: XLP position timeline

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

Nelson Capital Management, LLC held 30,436 XLP 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 30,436 shares
    Change vs previous 13F +1,081 shares

    0.28% of the 13F portfolio, value $2,528,319.

    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 29,355 shares
    Change vs previous 13F -9 shares

    0.29% of the 13F portfolio, value $2,406,523.

    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 29,364 shares
    Change vs previous 13F +1,418 shares

    0.27% of the 13F portfolio, value $2,280,996.

    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 27,946 shares
    Change vs previous 13F +292 shares

    0.26% of the 13F portfolio, value $2,190,129.

    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 27,654 shares
    Change vs previous 13F +125 shares

    0.3% of the 13F portfolio, value $2,239,145.

    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 27,529 shares
    Change vs previous 13F +1,992 shares

    0.39% of the 13F portfolio, value $2,248,294.

    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 25,537 shares
    Change vs previous 13F -501 shares

    0.33% of the 13F portfolio, value $2,007,464.

    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 26,038 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,161,154.

    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).