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Disclosery

Nicholas Wealth, LLC.: VTI position timeline

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

Nicholas Wealth, LLC. held 879 VTI 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 879 shares
    Change vs previous 13F +2 shares

    0.18% of the 13F portfolio, value $325,340.

    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 877 shares
    Change vs previous 13F +3 shares

    0.19% of the 13F portfolio, value $281,263.

    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 874 shares
    Change vs previous 13F -42 shares

    0.2% of the 13F portfolio, value $293,026.

    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 916 shares
    Change vs previous 13F -196 shares

    0.22% of the 13F portfolio, value $300,604.

    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 1,112 shares
    Change vs previous 13F +238 shares

    0.3% of the 13F portfolio, value $337,970.

    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 874 shares
    Change vs previous 13F -241 shares

    0.25% of the 13F portfolio, value $240,210.

    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 1,115 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $320,864.

    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 1,115 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $315,723.

    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).