Nicholas Wealth, LLC.: O position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nicholas Wealth, LLC. on O, newest first. How the timeline and the estimate are built.
Nicholas Wealth, LLC. held 18,540 O shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 18,540 sharesChange vs previous 13F +144 shares
0.63% of the 13F portfolio, value $1,148,769.
13F-HR 0001911391-26-000009 filed by Nicholas Wealth, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,396 sharesChange vs previous 13F +1,484 shares
0.78% of the 13F portfolio, value $1,125,468.
13F-HR 0001911391-26-000007 filed by Nicholas Wealth, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 16,912 sharesChange vs previous 13F +2,640 shares
0.64% of the 13F portfolio, value $953,344.
13F-HR/A 0001911391-26-000003 filed by Nicholas Wealth, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 14,272 sharesChange vs previous 13F +3,586 shares
0.63% of the 13F portfolio, value $867,606.
13F-HR/A 0001911391-26-000004 filed by Nicholas Wealth, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 10,686 sharesChange vs previous 13F +1,669 shares
0.54% of the 13F portfolio, value $615,592.
13F-HR/A 0001911391-26-000005 filed by Nicholas Wealth, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 9,017 sharesChange vs previous 13F -3,938 shares
0.54% of the 13F portfolio, value $523,050.
13F-HR/A 0001911391-26-000006 filed by Nicholas Wealth, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,955 sharesChange vs previous 13F +2,633 shares
0.37% of the 13F portfolio, value $679,752.
13F-HR 0001911391-25-000001 filed by Nicholas Wealth, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,322 sharesChange vs previous 13F not available
0.41% of the 13F portfolio, value $654,629.
13F-HR 0001911391-24-000005 filed by Nicholas Wealth, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).