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NICOLET BANKSHARES INC: CI position timeline

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

NICOLET BANKSHARES INC held 2,792 CI 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 2,792 shares
    Change vs previous 13F +134 shares

    0.02% of the 13F portfolio, value $778,455.

    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 2,658 shares
    Change vs previous 13F +1,449 shares

    0.03% of the 13F portfolio, value $709,775.

    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 1,209 shares
    Change vs previous 13F -89 shares

    0.02% of the 13F portfolio, value $333,708.

    13F-HR 0001775863-26-000003 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).

  4. period ended2025-09-30
    13F 1,298 shares
    Change vs previous 13F -517 shares

    0.03% of the 13F portfolio, value $398,668.

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

    • NICOLET BANKSHARES INC: 0 shares
    • NICOLET ADVISORY SERVICES, LLC: 1,298 shares

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

  5. period ended2025-06-30
    13F 1,815 shares
    Change vs previous 13F -106 shares

    0.03% of the 13F portfolio, value $526,595.

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

    • NICOLET BANKSHARES INC: 741 shares
    • NICOLET ADVISORY SERVICES, LLC: 1,074 shares

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

  6. period ended2025-03-31
    13F 1,921 shares
    Change vs previous 13F +242 shares

    0.04% of the 13F portfolio, value $629,968.

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

    • NICOLET BANKSHARES INC: 741 shares
    • NICOLET ADVISORY SERVICES, LLC: 1,180 shares

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

  7. period ended2024-12-31
    13F 1,679 shares
    Change vs previous 13F +56 shares

    0.03% of the 13F portfolio, value $466,313.

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

    • NICOLET BANKSHARES INC: 741 shares
    • NICOLET ADVISORY SERVICES, LLC: 938 shares

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

  8. period ended2024-09-30
    13F 1,623 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $557,086.

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

    • NICOLET BANKSHARES INC: 741 shares
    • NICOLET ADVISORY SERVICES, LLC: 882 shares

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