Nelson Capital Management, LLC quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Nelson Capital Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 1 and left 0 unchanged. The largest increase in value was ENVIRI CORP (-$565,547); the largest decrease was ENVIRI CORP (-$565,547).
- ENVIRI CORP: Country of operation United States; Class COM; Shares 2026-03-31 28,825; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1512611): 2026-03-31 (filed 2026-05-07) and 2026-06-30 (filed 2026-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Arvin Capital Management LP | United States | $0.819B | 50 |
| BSW Wealth Partners | United States | $0.819B | 312 |
| SJS Investment Consulting Inc. | United States | $0.819B | 2,895 |
| MayTech Global Investments, LLC | United States | $0.820B | 23 |
| Oak Root LLC | United States | $0.820B | 10 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | United States | $0.818B | 489 |
| DUMAC, INC. | United States | $0.820B | 10 |
| AVENIR CORP | United States | $0.820B | 72 |
| Alley Investment Management Company, LLC | United States | $0.821B | 85 |
| CADIAN CAPITAL MANAGEMENT, LP | United States | $0.821B | 23 |