Nicholson Wealth Management Group, LLC SEC EDGAR Filings (CIK 0002035982)

SEC EDGAR filings, ownership reports, and insider transactions for Nicholson Wealth Management Group, LLC.

Business address
8 N. Adgers Wharf, Charlestown, SC, 29401
Top securities (13F)
VOO, CATX, MSFT, VTI, AAPL, UBSI, AVGO, PG, COR, GD, PEP, HD, LHX, JNJ, WMT, APH, MCD, ATO, XYL, and WEC
State of incorporation
SC
Fiscal year end
31 December
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Nicholson Wealth Management Group, LLC has filed 6 SEC EDGAR filings since 23 Oct 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 04 Nov 2025 30 Sep 2025 028-24399
N-PX Open Document Open Filing 06 Aug 2025 30 Jun 2025 028-24399
13F-HR Open Document Open Filing 29 Jul 2025 30 Jun 2025 028-24399
13F-HR Open Document Open Filing 12 May 2025 31 Mar 2025 028-24399
13F-HR Open Document Open Filing 03 Feb 2025 31 Dec 2024 028-24399
13F-HR Open Document Open Filing 23 Oct 2024 30 Sep 2024 028-24399