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Disclosery

Nicholas Wealth, LLC.: CB position timeline

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

Nicholas Wealth, LLC. held 759 CB 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 759 shares
    Change vs previous 13F -20 shares

    0.14% of the 13F portfolio, value $258,587.

    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 779 shares
    Change vs previous 13F -3,910 shares

    0.18% of the 13F portfolio, value $253,804.

    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 4,689 shares
    Change vs previous 13F +399 shares

    0.99% of the 13F portfolio, value $1,463,677.

    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 4,290 shares
    Change vs previous 13F +550 shares

    0.89% of the 13F portfolio, value $1,210,902.

    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 3,740 shares
    Change vs previous 13F +171 shares

    0.95% of the 13F portfolio, value $1,083,634.

    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 3,569 shares
    Change vs previous 13F -962 shares

    1.12% of the 13F portfolio, value $1,077,690.

    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 4,531 shares
    Change vs previous 13F +748 shares

    0.65% of the 13F portfolio, value $1,186,072.

    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 3,783 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,091,111.

    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).