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Nicholson Wealth Management Group, LLC: ACN position timeline

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

Nicholson Wealth Management Group, LLC held 0 ACN 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 0 shares
    Change vs previous 13F -7,097 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 7,097 shares
    Change vs previous 13F +215 shares

    0.82% of the 13F portfolio, value $1,407,264.

    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 6,882 shares
    Change vs previous 13F +837 shares

    1.08% of the 13F portfolio, value $1,846,441.

    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 6,045 shares
    Change vs previous 13F +1,485 shares

    0.87% of the 13F portfolio, value $1,490,697.

    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 4,560 shares
    Change vs previous 13F +276 shares

    0.84% of the 13F portfolio, value $1,362,938.

    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 4,284 shares
    Change vs previous 13F +53 shares

    0.88% of the 13F portfolio, value $1,336,779.

    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 4,231 shares
    Change vs previous 13F +1,840 shares

    0.99% of the 13F portfolio, value $1,488,423.

    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 2,391 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $845,171.

    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).