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Disclosery

Nicholas Wealth, LLC.: AB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nicholas Wealth, LLC. on AB, newest first. How the timeline and the estimate are built.

Nicholas Wealth, LLC. held 28,389 AB 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 28,389 shares
    Change vs previous 13F +569 shares

    0.55% of the 13F portfolio, value $999,853.

    13F-HR 0001911391-26-000009 filed by Nicholas Wealth, 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 27,820 shares
    Change vs previous 13F +2,736 shares

    0.72% of the 13F portfolio, value $1,041,581.

    13F-HR 0001911391-26-000007 filed by Nicholas Wealth, 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/A 25,084 shares
    Change vs previous 13F +3,839 shares

    0.65% of the 13F portfolio, value $965,228.

    13F-HR/A 0001911391-26-000003 filed by Nicholas Wealth, 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/A 21,245 shares
    Change vs previous 13F +5,315 shares

    0.59% of the 13F portfolio, value $811,974.

    13F-HR/A 0001911391-26-000004 filed by Nicholas Wealth, 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/A 15,930 shares
    Change vs previous 13F +2,215 shares

    0.57% of the 13F portfolio, value $650,432.

    13F-HR/A 0001911391-26-000005 filed by Nicholas Wealth, 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/A 13,715 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $525,422.

    13F-HR/A 0001911391-26-000006 filed by Nicholas Wealth, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).