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Disclosery

Nicholas Wealth, LLC.: BX position timeline

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

Nicholas Wealth, LLC. held 8,020 BX 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 8,020 shares
    Change vs previous 13F +139 shares

    0.52% of the 13F portfolio, value $943,771.

    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 7,881 shares
    Change vs previous 13F +1,442 shares

    0.63% of the 13F portfolio, value $906,191.

    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 6,439 shares
    Change vs previous 13F +1,016 shares

    0.67% of the 13F portfolio, value $992,562.

    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 5,423 shares
    Change vs previous 13F +1,009 shares

    0.68% of the 13F portfolio, value $926,520.

    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 4,414 shares
    Change vs previous 13F +1,021 shares

    0.58% of the 13F portfolio, value $660,221.

    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 3,393 shares
    Change vs previous 13F -2,465 shares

    0.49% of the 13F portfolio, value $474,272.

    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).

  7. period ended2024-12-31
    13F 5,858 shares
    Change vs previous 13F +835 shares

    0.53% of the 13F portfolio, value $971,027.

    13F-HR 0001911391-25-000001 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).

  8. period ended2024-09-30
    13F 5,023 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $769,233.

    13F-HR 0001911391-24-000005 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).