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Nicholson Wealth Management Group, LLC: WM position timeline

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

Nicholson Wealth Management Group, LLC held 8,279 WM 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 8,279 shares
    Change vs previous 13F -30 shares

    1.09% of the 13F portfolio, value $1,845,224.

    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 8,309 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,909,325.

    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).