Nicholas Wealth, LLC. has filed its quarterly report, known as the 13F-HR, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and positions in the financial services sector.
Background
Nicholas Wealth, LLC., located in Marietta, Georgia, operates as an institutional investment manager. The firm is categorized under the 'other' entity type and has a Central Index Key (CIK) of 0001911391. The recent filings indicate a consistent reporting schedule, with the latest 13F-HR filed on October 26, 2026, following a previous filing on July 24, 2026.
What the Filing Says
The filing, accession number 0001911391-26-000012, was accepted on October 26, 2026, and outlines the firm's holdings as of the end of September. Specific details regarding the investment positions were not disclosed in the filing.
Impact
This filing could affect various stakeholders, including investors and competitors within the financial services industry. By disclosing its investment strategies, Nicholas Wealth may influence market perceptions and actions among other institutional managers.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR filing was accepted on October 26, 2026, and includes a total of two documents. The primary document is the 13F-HR itself, which outlines the firm's holdings as of September 30, 2026. The filing also includes an information table that provides a detailed breakdown of the securities held by Nicholas Wealth.
Contact Information
Nicholas Wealth, LLC. is located at 218 Roswell St. NE, Ste 200, Marietta, GA 30060. For inquiries, the firm can be reached at 404-890-5606. This information is crucial for stakeholders who may wish to engage with the firm directly regarding its investment strategies or performance.
Additional Insights
While the filing provides a snapshot of Nicholas Wealth's investment positions, it does not disclose specific details about the types of securities held or the overall value of the portfolio. This lack of detail may leave stakeholders seeking further insights into the firm's investment philosophy and specific asset allocations.