Nicholas Wealth, LLC. historic quarter change: Foreign Preferred Shares, Sold out
In preferred shares (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Nicholas Wealth, LLC. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1911391), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-02-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2026-02-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2026-02-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-29); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-19). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-09-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| MidAtlantic Capital Management, Inc. | United States | $0.145B | 84 |
| Teca Partners, LP | United States | $0.145B | 10 |
| ADG Wealth Management Group, LLC | United States | $0.145B | 51 |
| AMARA FINANCIAL, LLC. | United States | $0.145B | 45 |
| Antonelli Financial Advisors, LLC | United States | $0.145B | 52 |
| IMMERSION CORP | United States | $0.145B | 9 |
| Constant Guidance Financial LLC | United States | $0.145B | 42 |
| Fairscale Capital, LLC | United States | $0.145B | 437 |
| T. Rowe Price Investment Management, Inc. | United States | $0.145B | 643 |
| Gambit Capital Management, LLC | United States | $0.145B | 90 |