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Nicholas Wealth, LLC.: V position timeline

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

Nicholas Wealth, LLC. held 0 V shares at 2025-12-31 per its 13F-HR/A filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F/A 0 shares
    Change vs previous 13F -3,341 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F/A 3,341 shares
    Change vs previous 13F +361 shares

    0.83% of the 13F portfolio, value $1,140,715.

    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).

  3. period ended2025-06-30
    13F/A 2,980 shares
    Change vs previous 13F -6 shares

    0.93% of the 13F portfolio, value $1,058,125.

    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).

  4. period ended2025-03-31
    13F/A 2,986 shares
    Change vs previous 13F -1,996 shares

    1.09% of the 13F portfolio, value $1,046,330.

    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).

  5. period ended2024-12-31
    13F 4,982 shares
    Change vs previous 13F +868 shares

    0.83% of the 13F portfolio, value $1,529,170.

    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).

  6. period ended2024-09-30
    13F 4,114 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,131,103.

    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).