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Disclosery

Nicholas Wealth, LLC.: WMT position timeline

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

Nicholas Wealth, LLC. held 11,936 WMT 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 11,936 shares
    Change vs previous 13F +698 shares

    0.74% of the 13F portfolio, value $1,351,903.

    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 11,238 shares
    Change vs previous 13F -778 shares

    0.96% of the 13F portfolio, value $1,396,642.

    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 12,016 shares
    Change vs previous 13F +1,281 shares

    0.9% of the 13F portfolio, value $1,338,718.

    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 10,735 shares
    Change vs previous 13F +1,381 shares

    0.81% of the 13F portfolio, value $1,106,366.

    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 9,354 shares
    Change vs previous 13F +352 shares

    0.8% of the 13F portfolio, value $914,600.

    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 9,002 shares
    Change vs previous 13F -5,538 shares

    0.82% of the 13F portfolio, value $790,250.

    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 14,540 shares
    Change vs previous 13F +1,580 shares

    0.72% of the 13F portfolio, value $1,330,832.

    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 12,960 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,046,520.

    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).