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Nicholson Wealth Management Group, LLC: NJR position timeline

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

Nicholson Wealth Management Group, LLC held 36,577 NJR 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 36,577 shares
    Change vs previous 13F -1,810 shares

    1.21% of the 13F portfolio, value $2,049,786.

    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 38,387 shares
    Change vs previous 13F +1,205 shares

    1.23% of the 13F portfolio, value $2,108,214.

    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 37,182 shares
    Change vs previous 13F +1,977 shares

    1.01% of the 13F portfolio, value $1,714,834.

    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 35,205 shares
    Change vs previous 13F +3,018 shares

    0.99% of the 13F portfolio, value $1,695,121.

    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 32,187 shares
    Change vs previous 13F +489 shares

    0.89% of the 13F portfolio, value $1,442,621.

    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 31,698 shares
    Change vs previous 13F +181 shares

    1.02% of the 13F portfolio, value $1,555,104.

    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 31,517 shares
    Change vs previous 13F +11,478 shares

    0.98% of the 13F portfolio, value $1,470,268.

    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 20,039 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $945,841.

    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).