Skip to content
Disclosery

Nicholas Wealth, LLC.: FIAX position timeline

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

Nicholas Wealth, LLC. held 601,009 FIAX 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 601,009 shares
    Change vs previous 13F -40,148 shares

    5.8% of the 13F portfolio, value $10,578,962.

    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 641,157 shares
    Change vs previous 13F -117,027 shares

    7.72% of the 13F portfolio, value $11,187,555.

    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 758,184 shares
    Change vs previous 13F -38,744 shares

    9.2% of the 13F portfolio, value $13,623,879.

    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 796,928 shares
    Change vs previous 13F -87,676 shares

    10.51% of the 13F portfolio, value $14,368,369.

    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 884,604 shares
    Change vs previous 13F -41,344 shares

    14.19% of the 13F portfolio, value $16,143,492.

    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 925,948 shares
    Change vs previous 13F -961,630 shares

    17.8% of the 13F portfolio, value $17,093,006.

    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 1,887,578 shares
    Change vs previous 13F +254,674 shares

    19.37% of the 13F portfolio, value $35,604,242.

    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 1,632,904 shares
    Change vs previous 13F not available

    20.01% of the 13F portfolio, value $31,923,274.

    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).