Nicholson Wealth Management Group, LLC: ICE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nicholson Wealth Management Group, LLC on ICE, newest first. How the timeline and the estimate are built.
Nicholson Wealth Management Group, LLC held 10,025 ICE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 10,025 sharesChange vs previous 13F -489 shares
0.73% of the 13F portfolio, value $1,234,183.
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 10,514 sharesChange vs previous 13F -333 shares
0.97% of the 13F portfolio, value $1,653,645.
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 10,847 sharesChange vs previous 13F +1,106 shares
1.03% of the 13F portfolio, value $1,756,780.
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 9,741 sharesChange vs previous 13F +327 shares
0.96% of the 13F portfolio, value $1,641,164.
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 9,414 sharesChange vs previous 13F +14 shares
1.06% of the 13F portfolio, value $1,727,187.
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 9,400 sharesChange vs previous 13F +203 shares
1.06% of the 13F portfolio, value $1,621,500.
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 9,197 sharesChange vs previous 13F +4,808 shares
0.92% of the 13F portfolio, value $1,370,445.
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 4,389 sharesChange vs previous 13F not available
0.58% of the 13F portfolio, value $705,049.
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).