Nicholson Wealth Management Group, LLCValueConcentrated trader

CIK: 0002035982 | CHARLESTOWN, SC

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	111	$169.7M	2026-07-29	SEC ↗
Q1 2026	13F-HR	114	$171.8M	2026-05-04	SEC ↗
Q4 2025	13F-HR	108	$170.4M	2026-01-26	SEC ↗
Q3 2025	13F-HR	108	$170.7M	2025-11-04	SEC ↗
Q2 2025	13F-HR	107	$162.3M	2025-07-29	SEC ↗
Q1 2025	13F-HR	102	$152.4M	2025-05-12	SEC ↗
Q4 2024	13F-HR	99	$149.6M	2025-02-03	SEC ↗
Q3 2024	13F-HR	97	$121.8M	2024-10-23	SEC ↗