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Nicholson Wealth Management Group, LLC: AAPL position timeline

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

Nicholson Wealth Management Group, LLC held 11,256 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,256 shares
    Change vs previous 13F -8 shares

    1.93% of the 13F portfolio, value $3,257,154.

    13F-HR 0001765380-26-000245 filed by Nicholson Wealth Management Group, 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 11,264 shares
    Change vs previous 13F +332 shares

    1.67% of the 13F portfolio, value $2,858,760.

    13F-HR 0001765380-26-000146 filed by Nicholson Wealth Management Group, 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 10,932 shares
    Change vs previous 13F -273 shares

    1.74% of the 13F portfolio, value $2,972,009.

    13F-HR 0001765380-26-000030 filed by Nicholson Wealth Management Group, 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 11,205 shares
    Change vs previous 13F +519 shares

    1.67% of the 13F portfolio, value $2,853,128.

    13F-HR 0001765380-25-000436 filed by Nicholson Wealth Management Group, 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 10,686 shares
    Change vs previous 13F +345 shares

    1.35% of the 13F portfolio, value $2,192,413.

    13F-HR 0001765380-25-000268 filed by Nicholson Wealth Management Group, 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 10,341 shares
    Change vs previous 13F +382 shares

    1.51% of the 13F portfolio, value $2,296,970.

    13F-HR 0001765380-25-000211 filed by Nicholson Wealth Management Group, 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 9,959 shares
    Change vs previous 13F +1,377 shares

    1.67% of the 13F portfolio, value $2,493,810.

    13F-HR 0001765380-25-000030 filed by Nicholson Wealth Management Group, 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 8,582 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $1,999,685.

    13F-HR 0001765380-24-000398 filed by Nicholson Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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