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NICOLET BANKSHARES INC: CRM position timeline

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

NICOLET BANKSHARES INC held 32,047 CRM 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 32,047 shares
    Change vs previous 13F +3,558 shares

    0.16% of the 13F portfolio, value $5,108,575.

    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 28,489 shares
    Change vs previous 13F +15,840 shares

    0.2% of the 13F portfolio, value $5,314,639.

    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 12,649 shares
    Change vs previous 13F -170 shares

    0.16% of the 13F portfolio, value $3,310,965.

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

    • NICOLET BANKSHARES INC: 5,412 shares
    • NICOLET ADVISORY SERVICES, LLC: 7,237 shares

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

  4. period ended2025-09-30
    13F 12,819 shares
    Change vs previous 13F -162 shares

    0.16% of the 13F portfolio, value $3,052,569.

    13F-HR 0001174850-25-000085 filed by NICOLET BANKSHARES INC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 7,499 shares
    • NICOLET ADVISORY SERVICES, LLC: 5,320 shares

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

  5. period ended2025-06-30
    13F 12,981 shares
    Change vs previous 13F -319 shares

    0.2% of the 13F portfolio, value $3,422,964.

    13F-HR 0001174850-25-000038 filed by NICOLET BANKSHARES INC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 7,664 shares
    • NICOLET ADVISORY SERVICES, LLC: 5,317 shares

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

  6. period ended2025-03-31
    13F 13,300 shares
    Change vs previous 13F -208 shares

    0.23% of the 13F portfolio, value $3,494,807.

    13F-HR 0001174850-25-000025 filed by NICOLET BANKSHARES INC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 7,679 shares
    • NICOLET ADVISORY SERVICES, LLC: 5,621 shares

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

  7. period ended2024-12-31
    13F 13,508 shares
    Change vs previous 13F +357 shares

    0.29% of the 13F portfolio, value $4,426,332.

    13F-HR 0001174850-25-000004 filed by NICOLET BANKSHARES INC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 8,056 shares
    • NICOLET ADVISORY SERVICES, LLC: 5,452 shares

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

  8. period ended2024-09-30
    13F 13,151 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,635,750.

    13F-HR 0001174850-24-000048 filed by NICOLET BANKSHARES INC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 8,125 shares
    • NICOLET ADVISORY SERVICES, LLC: 5,026 shares

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