Nicholson Wealth Management Group, LLC: HD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nicholson Wealth Management Group, LLC on HD, newest first. How the timeline and the estimate are built.
Nicholson Wealth Management Group, LLC held 6,106 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 6,106 sharesChange vs previous 13F -9 shares
1.27% of the 13F portfolio, value $2,153,479.
13F-HR 0001765380-26-000245 filed by Nicholson Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,115 sharesChange vs previous 13F -1 shares
1.18% of the 13F portfolio, value $2,011,169.
13F-HR 0001765380-26-000146 filed by Nicholson Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,116 sharesChange vs previous 13F +643 shares
1.24% of the 13F portfolio, value $2,104,554.
13F-HR 0001765380-26-000030 filed by Nicholson Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,473 sharesChange vs previous 13F +343 shares
1.3% of the 13F portfolio, value $2,217,644.
13F-HR 0001765380-25-000436 filed by Nicholson Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,130 sharesChange vs previous 13F +138 shares
1.16% of the 13F portfolio, value $1,880,863.
13F-HR 0001765380-25-000268 filed by Nicholson Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,992 sharesChange vs previous 13F +100 shares
1.2% of the 13F portfolio, value $1,829,518.
13F-HR 0001765380-25-000211 filed by Nicholson Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,892 sharesChange vs previous 13F +1,389 shares
1.27% of the 13F portfolio, value $1,902,939.
13F-HR 0001765380-25-000030 filed by Nicholson Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,503 sharesChange vs previous 13F not available
1.17% of the 13F portfolio, value $1,419,416.
13F-HR 0001765380-24-000398 filed by Nicholson Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).