Nicholson Wealth Management Group, LLC: ITW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nicholson Wealth Management Group, LLC on ITW, newest first. How the timeline and the estimate are built.
Nicholson Wealth Management Group, LLC held 6,858 ITW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 6,858 sharesChange vs previous 13F -177 shares
1.1% of the 13F portfolio, value $1,854,890.
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 7,035 sharesChange vs previous 13F +71 shares
1.07% of the 13F portfolio, value $1,831,140.
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 6,964 sharesChange vs previous 13F +427 shares
1.01% of the 13F portfolio, value $1,715,233.
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 6,537 sharesChange vs previous 13F +458 shares
1% of the 13F portfolio, value $1,704,588.
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 6,079 sharesChange vs previous 13F +201 shares
0.93% of the 13F portfolio, value $1,503,033.
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 5,878 sharesChange vs previous 13F +244 shares
0.96% of the 13F portfolio, value $1,457,803.
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 5,634 sharesChange vs previous 13F +2,457 shares
0.95% of the 13F portfolio, value $1,428,557.
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 3,177 sharesChange vs previous 13F not available
0.68% of the 13F portfolio, value $832,596.
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).