Current Market Value 756,486,427
Current Holdings 101
Most Recent File Date 2025-07-23
Total Filings on Record 49
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Nelson Capital Management, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-23 2025-06-30 13F-HR 101 756,486
2025-05-06 2025-03-31 13F-HR 101 578,963
2025-02-05 2024-12-31 13F-HR 108 604,801
2024-11-04 2024-09-30 13F-HR 110 594,125
2024-08-08 2024-06-30 13F-HR 105 563,542
2024-05-07 2024-03-31 13F-HR 103 523,052
2024-01-26 2023-12-31 13F-HR 94 446,968
2023-11-14 2023-09-30 13F-HR 91 407,824
2023-08-10 2023-06-30 13F-HR 91 387,177
2023-05-09 2023-03-31 13F-HR 89 352,131
2023-02-03 2022-12-31 13F-HR 90 340,774
2022-11-03 2022-09-30 13F-HR 97 340,263
2022-07-27 2022-06-30 13F-HR 98 362,110
2022-05-02 2022-03-31 13F-HR 105 511,267
2022-02-14 2021-12-31 13F-HR 106 540,721
2021-11-09 2021-09-30 13F-HR 98 502,733
2021-08-10 2021-06-30 13F-HR 98 494,094
2021-05-10 2021-03-31 13F-HR 98 467,512
2021-02-17 2020-12-31 13F-HR 95 465,108
2020-11-13 2020-09-30 13F-HR 96 571,505
2020-08-13 2020-06-30 13F-HR 91 458,813
2020-05-12 2020-03-31 13F-HR 87 372,389
2020-02-10 2019-12-31 13F-HR 100 475,674
2019-11-08 2019-09-30 13F-HR 342 421,781
2019-07-25 2019-06-30 13F-HR 316 422,946
2019-05-09 2019-03-31 13F-HR 312 400,946
2019-01-30 2018-12-31 13F-HR 291 358,839
2018-10-09 2018-09-30 13F-HR 307 434,745
2018-07-17 2018-06-30 13F-HR 260 388,987
2018-04-20 2018-03-31 13F-HR 263 385,815
2018-01-26 2017-12-31 13F-HR 352 320,727
2017-11-02 2017-09-30 13F-HR 247 303,351
2017-08-11 2017-06-30 13F-HR 308 295,117
2017-05-03 2017-03-31 13F-HR 254 297,251
2017-02-09 2016-12-31 13F-HR 260 286,347
2016-10-27 2016-09-30 13F-HR 254 282,040
2016-08-09 2016-06-30 13F-HR 277 266,047
2016-05-06 2016-03-31 13F-HR 263 265,433
2016-02-02 2015-12-31 13F-HR 264 260,190
2015-10-22 2015-09-30 13F-HR 261 261,309
2015-07-30 2015-06-30 13F-HR 268 276,560
2015-05-12 2015-03-31 13F-HR 277 277,263
2015-02-09 2014-12-31 13F-HR 315 269,829
2014-10-31 2014-09-30 13F-HR 322 264,964
2014-08-14 2014-06-30 13F-HR 312 249,760
2014-05-14 2014-03-31 13F-HR 264 227,541
2014-02-12 2013-12-31 13F-HR 242 224,894
2013-11-15 2013-09-30 13F-HR 233 209,723
2013-08-16 2013-06-30 13F-HR 225 195,038