Skip to content
Disclosery

Nicholas Wealth, LLC.: WES position timeline

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

Nicholas Wealth, LLC. held 28,089 WES 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 28,089 shares
    Change vs previous 13F +28 shares

    0.67% of the 13F portfolio, value $1,229,187.

    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 28,061 shares
    Change vs previous 13F +2,762 shares

    0.8% of the 13F portfolio, value $1,155,253.

    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 25,299 shares
    Change vs previous 13F +4,121 shares

    0.67% of the 13F portfolio, value $999,296.

    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 21,178 shares
    Change vs previous 13F +5,530 shares

    0.61% of the 13F portfolio, value $832,065.

    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 15,648 shares
    Change vs previous 13F +2,847 shares

    0.53% of the 13F portfolio, value $605,576.

    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 12,801 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $524,329.

    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).