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Disclosery

Nicholas Wealth, LLC.: CF position timeline

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

Nicholas Wealth, LLC. held 9,754 CF 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 9,754 shares
    Change vs previous 13F -3,163 shares

    0.58% of the 13F portfolio, value $1,055,967.

    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 12,917 shares
    Change vs previous 13F -288 shares

    1.16% of the 13F portfolio, value $1,677,149.

    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 13,205 shares
    Change vs previous 13F +1,585 shares

    0.69% of the 13F portfolio, value $1,021,255.

    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 11,620 shares
    Change vs previous 13F +1,573 shares

    0.76% of the 13F portfolio, value $1,042,350.

    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 10,047 shares
    Change vs previous 13F -263 shares

    0.81% of the 13F portfolio, value $924,284.

    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 10,310 shares
    Change vs previous 13F -1,842 shares

    0.84% of the 13F portfolio, value $805,749.

    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 12,152 shares
    Change vs previous 13F +1,678 shares

    0.63% of the 13F portfolio, value $1,160,511.

    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 10,474 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $898,696.

    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).