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NICOLET BANKSHARES INC: AVEM position timeline

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

NICOLET BANKSHARES INC held 1,058,365 AVEM 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 1,058,365 shares
    Change vs previous 13F -7,300 shares

    3.22% of the 13F portfolio, value $101,225,997.

    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 1,065,665 shares
    Change vs previous 13F +80,413 shares

    3.19% of the 13F portfolio, value $86,415,754.

    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 985,252 shares
    Change vs previous 13F +294,829 shares

    3.74% of the 13F portfolio, value $78,880,890.

    13F-HR 0001775863-26-000003 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 230,389 shares
    • NICOLET ADVISORY SERVICES, LLC: 754,863 shares

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

  4. period ended2025-09-30
    13F 690,423 shares
    Change vs previous 13F +7,492 shares

    2.74% of the 13F portfolio, value $52,219,220.

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

    • NICOLET BANKSHARES INC: 201,816 shares
    • NICOLET ADVISORY SERVICES, LLC: 488,607 shares

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

  5. period ended2025-06-30
    13F 682,931 shares
    Change vs previous 13F +42,259 shares

    2.67% of the 13F portfolio, value $46,808,104.

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

    • NICOLET BANKSHARES INC: 195,110 shares
    • NICOLET ADVISORY SERVICES, LLC: 487,821 shares

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

  6. period ended2025-03-31
    13F 640,672 shares
    Change vs previous 13F +32,371 shares

    2.43% of the 13F portfolio, value $36,554,334.

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

    • NICOLET BANKSHARES INC: 181,017 shares
    • NICOLET ADVISORY SERVICES, LLC: 459,655 shares

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

  7. period ended2024-12-31
    13F 608,301 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $35,245,282.

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

    • NICOLET BANKSHARES INC: 174,069 shares
    • NICOLET ADVISORY SERVICES, LLC: 434,232 shares

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