Skip to content
Disclosery

Nicholson Wealth Management Group, LLC: BF-B position timeline

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

Nicholson Wealth Management Group, LLC held 0 BF-B shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -62,611 shares

    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).

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

  2. period ended2025-12-31
    13F 62,611 shares
    Change vs previous 13F +13,897 shares

    0.96% of the 13F portfolio, value $1,631,643.

    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).

  3. period ended2025-09-30
    13F 48,714 shares
    Change vs previous 13F +14,283 shares

    0.77% of the 13F portfolio, value $1,319,175.

    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).

  4. period ended2025-06-30
    13F 34,431 shares
    Change vs previous 13F +3,034 shares

    0.57% of the 13F portfolio, value $926,538.

    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).

  5. period ended2025-03-31
    13F 31,397 shares
    Change vs previous 13F -1,662 shares

    0.7% of the 13F portfolio, value $1,065,614.

    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).

  6. period ended2024-12-31
    13F 33,059 shares
    Change vs previous 13F +19,903 shares

    0.84% of the 13F portfolio, value $1,255,581.

    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).

  7. period ended2024-09-30
    13F 13,156 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $647,275.

    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).