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NICOLET BANKSHARES INC: CVS position timeline

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

NICOLET BANKSHARES INC held 30,177 CVS 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 30,177 shares
    Change vs previous 13F +107 shares

    0.1% of the 13F portfolio, value $3,099,770.

    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 30,070 shares
    Change vs previous 13F +3,342 shares

    0.08% of the 13F portfolio, value $2,170,322.

    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 26,728 shares
    Change vs previous 13F +975 shares

    0.1% of the 13F portfolio, value $2,138,455.

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

    • NICOLET BANKSHARES INC: 9,376 shares
    • NICOLET ADVISORY SERVICES, LLC: 17,352 shares

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

  4. period ended2025-09-30
    13F 25,753 shares
    Change vs previous 13F -108 shares

    0.1% of the 13F portfolio, value $1,965,979.

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

    • NICOLET BANKSHARES INC: 11,600 shares
    • NICOLET ADVISORY SERVICES, LLC: 14,153 shares

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

  5. period ended2025-06-30
    13F 25,861 shares
    Change vs previous 13F +4,098 shares

    0.1% of the 13F portfolio, value $1,691,730.

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

    • NICOLET BANKSHARES INC: 11,704 shares
    • NICOLET ADVISORY SERVICES, LLC: 14,157 shares

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

  6. period ended2025-03-31
    13F 21,763 shares
    Change vs previous 13F +2,601 shares

    0.1% of the 13F portfolio, value $1,489,500.

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

    • NICOLET BANKSHARES INC: 9,422 shares
    • NICOLET ADVISORY SERVICES, LLC: 12,341 shares

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

  7. period ended2024-12-31
    13F 19,162 shares
    Change vs previous 13F -9,078 shares

    0.06% of the 13F portfolio, value $883,810.

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

    • NICOLET BANKSHARES INC: 11,589 shares
    • NICOLET ADVISORY SERVICES, LLC: 7,573 shares

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

  8. period ended2024-09-30
    13F 28,240 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,776,230.

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

    • NICOLET BANKSHARES INC: 15,772 shares
    • NICOLET ADVISORY SERVICES, LLC: 12,468 shares

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