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Nicholson Wealth Management Group, LLC: CTAS position timeline

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

Nicholson Wealth Management Group, LLC held 8,797 CTAS 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 8,797 shares
    Change vs previous 13F -227 shares

    0.88% of the 13F portfolio, value $1,496,199.

    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 9,024 shares
    Change vs previous 13F +395 shares

    0.89% of the 13F portfolio, value $1,526,322.

    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 8,629 shares
    Change vs previous 13F +1,228 shares

    0.95% of the 13F portfolio, value $1,622,856.

    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 7,401 shares
    Change vs previous 13F +978 shares

    0.89% of the 13F portfolio, value $1,519,129.

    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 6,423 shares
    Change vs previous 13F +635 shares

    0.88% of the 13F portfolio, value $1,431,494.

    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 5,788 shares
    Change vs previous 13F +277 shares

    0.78% of the 13F portfolio, value $1,189,608.

    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 5,511 shares
    Change vs previous 13F +1,956 shares

    0.67% of the 13F portfolio, value $1,006,860.

    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 3,555 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $731,903.

    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).