Nicholson Wealth Management Group, LLC
- SEC CIK
- 0002035982
- Latest filing
- Jul 29, 2026
FDS holding history
Factset Research Systems Inc in every 13F filed by Nicholson Wealth Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
FDS overviewAll 13F holders of FDSFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −6,344−100.0% | Sold out | Holders |
| Q1 2026 | 6,344 | $1.38M | 0.8% | +19+0.3% | Added | Holders |
| Q4 2025 | 6,325 | $1.84M | 1.1% | +1,859+41.6% | Added | Holders |
| Q3 2025 | 4,466 | $1.28M | 0.7% | +1,022+29.7% | Added | Holders |
| Q2 2025 | 3,444 | $1.54M | 0.9% | +73+2.2% | Added | Holders |
| Q1 2025 | 3,371 | $1.53M | 1.0% | +84+2.6% | Added | Holders |
| Q4 2024 | 3,287 | $1.58M | 1.1% | +1,560+90.3% | Added | Holders |
| Q3 2024 | 1,727 | $794.2K | 0.7% | – | No prior filing | Holders |