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Disclosery

Nicholas Wealth, LLC.: PM position timeline

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

Nicholas Wealth, LLC. held 7,005 PM 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 7,005 shares
    Change vs previous 13F +361 shares

    0.69% of the 13F portfolio, value $1,267,301.

    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 6,644 shares
    Change vs previous 13F +644 shares

    0.76% of the 13F portfolio, value $1,098,452.

    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 6,000 shares
    Change vs previous 13F +1,084 shares

    0.65% of the 13F portfolio, value $962,436.

    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 4,916 shares
    Change vs previous 13F +1,260 shares

    0.58% of the 13F portfolio, value $797,409.

    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 3,656 shares
    Change vs previous 13F +267 shares

    0.59% of the 13F portfolio, value $665,796.

    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 3,389 shares
    Change vs previous 13F -3,766 shares

    0.56% of the 13F portfolio, value $537,956.

    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 7,155 shares
    Change vs previous 13F +1,080 shares

    0.46% of the 13F portfolio, value $841,058.

    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 6,075 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $737,511.

    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).