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Nicholson Wealth Management Group, LLC: PEP position timeline

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

Nicholson Wealth Management Group, LLC held 17,680 PEP 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 17,680 shares
    Change vs previous 13F -317 shares

    1.42% of the 13F portfolio, value $2,393,829.

    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 17,997 shares
    Change vs previous 13F +285 shares

    1.63% of the 13F portfolio, value $2,794,802.

    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 17,712 shares
    Change vs previous 13F +1,753 shares

    1.49% of the 13F portfolio, value $2,542,026.

    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 15,959 shares
    Change vs previous 13F +841 shares

    1.31% of the 13F portfolio, value $2,241,282.

    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 15,118 shares
    Change vs previous 13F -75 shares

    1.23% of the 13F portfolio, value $1,996,181.

    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 15,193 shares
    Change vs previous 13F +73 shares

    1.5% of the 13F portfolio, value $2,278,038.

    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 15,120 shares
    Change vs previous 13F +4,962 shares

    1.54% of the 13F portfolio, value $2,299,147.

    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 10,158 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $1,727,368.

    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).