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Disclosery

Nelson Capital Management, LLC: XLV position timeline

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

Nelson Capital Management, LLC held 27,406 XLV 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 27,406 shares
    Change vs previous 13F +1,157 shares

    0.48% of the 13F portfolio, value $4,348,236.

    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 26,249 shares
    Change vs previous 13F -94 shares

    0.47% of the 13F portfolio, value $3,848,366.

    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 26,343 shares
    Change vs previous 13F +1,133 shares

    0.48% of the 13F portfolio, value $4,077,897.

    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 25,210 shares
    Change vs previous 13F +602 shares

    0.42% of the 13F portfolio, value $3,508,476.

    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 24,608 shares
    Change vs previous 13F +575 shares

    0.44% of the 13F portfolio, value $3,316,913.

    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 24,033 shares
    Change vs previous 13F +1,875 shares

    0.61% of the 13F portfolio, value $3,509,059.

    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 22,158 shares
    Change vs previous 13F +232 shares

    0.51% of the 13F portfolio, value $3,048,277.

    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 21,926 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $3,377,043.

    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).