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Disclosery

Nelson Capital Management, LLC: XYL position timeline

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

Nelson Capital Management, LLC held 20,176 XYL 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 20,176 shares
    Change vs previous 13F +183 shares

    0.26% of the 13F portfolio, value $2,385,005.

    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 19,993 shares
    Change vs previous 13F -185 shares

    0.29% of the 13F portfolio, value $2,389,164.

    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 20,178 shares
    Change vs previous 13F -258 shares

    0.32% of the 13F portfolio, value $2,747,841.

    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 20,436 shares
    Change vs previous 13F -73 shares

    0.36% of the 13F portfolio, value $3,014,310.

    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 20,509 shares
    Change vs previous 13F +50 shares

    0.35% of the 13F portfolio, value $2,653,045.

    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 20,459 shares
    Change vs previous 13F +153 shares

    0.42% of the 13F portfolio, value $2,444,033.

    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 20,306 shares
    Change vs previous 13F -307 shares

    0.39% of the 13F portfolio, value $2,355,903.

    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 20,613 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,783,374.

    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).