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NICOLET BANKSHARES INC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NICOLET BANKSHARES INC on AGG, newest first. How the timeline and the estimate are built.

NICOLET BANKSHARES INC held 159,599 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,599 shares
    Change vs previous 13F -3,912 shares

    0.5% of the 13F portfolio, value $15,795,211.

    13F-HR 0001174850-26-000167 filed by NICOLET BANKSHARES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 163,511 shares
    Change vs previous 13F +144,692 shares

    0.6% of the 13F portfolio, value $16,230,104.

    13F-HR 0001174850-26-000116 filed by NICOLET BANKSHARES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,819 shares
    Change vs previous 13F -3,685 shares

    0.09% of the 13F portfolio, value $1,881,055.

    13F-HR 0001174850-26-000041 filed by NICOLET BANKSHARES INC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 12,671 shares
    • NICOLET ADVISORY SERVICES, LLC: 6,148 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,504 shares
    Change vs previous 13F +2,074 shares

    0.12% of the 13F portfolio, value $2,254,464.

    13F-HR 0001775863-25-000013 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 9,489 shares
    • NICOLET ADVISORY SERVICES, LLC: 13,015 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,430 shares
    Change vs previous 13F +17,065 shares

    0.12% of the 13F portfolio, value $2,025,930.

    13F-HR 0001775863-25-000008 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 8,325 shares
    • NICOLET ADVISORY SERVICES, LLC: 12,105 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,365 shares
    Change vs previous 13F -1,951 shares

    0.03% of the 13F portfolio, value $326,876.

    13F-HR 0001775863-25-000004 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,316 shares
    Change vs previous 13F +2,356 shares

    0.05% of the 13F portfolio, value $510,017.

    13F-HR 0001775863-25-000002 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,960 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $297,806.

    13F-HR 0001775863-24-000013 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).