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Nicholson Meyer Capital Management, Inc.: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nicholson Meyer Capital Management, Inc. on IWB, newest first. How the timeline and the estimate are built.

Nicholson Meyer Capital Management, Inc. held 44,553 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,553 shares
    Change vs previous 13F +7,805 shares

    12.15% of the 13F portfolio, value $18,243,772.

    13F-HR 0002065771-26-000009 filed by Nicholson Meyer Capital Management, Inc.
    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 36,748 shares
    Change vs previous 13F +607 shares

    10.05% of the 13F portfolio, value $13,102,209.

    13F-HR 0002065771-26-000004 filed by Nicholson Meyer Capital Management, Inc.
    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 36,141 shares
    Change vs previous 13F -707 shares

    10.21% of the 13F portfolio, value $13,495,808.

    13F-HR 0002065771-26-000002 filed by Nicholson Meyer Capital Management, Inc.
    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 36,848 shares
    Change vs previous 13F +107 shares

    10.35% of the 13F portfolio, value $13,466,654.

    13F-HR 0002065771-25-000001 filed by Nicholson Meyer Capital Management, Inc.
    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 36,741 shares
    Change vs previous 13F -547 shares

    10.56% of the 13F portfolio, value $12,475,796.

    13F-HR 0001085146-25-003936 filed by Nicholson Meyer Capital Management, Inc.
    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 37,288 shares
    Change vs previous 13F not available

    10.52% of the 13F portfolio, value $11,437,352.

    13F-HR 0001085146-25-002355 filed by Nicholson Meyer Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).