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Disclosery

NICOLET BANKSHARES INC: CWI position timeline

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

NICOLET BANKSHARES INC held 211,015 CWI 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 211,015 shares
    Change vs previous 13F +16,981 shares

    0.27% of the 13F portfolio, value $8,602,066.

    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 194,034 shares
    Change vs previous 13F +28,233 shares

    0.26% of the 13F portfolio, value $7,129,675.

    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 165,801 shares
    Change vs previous 13F +117,873 shares

    0.29% of the 13F portfolio, value $6,065,429.

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

    • NICOLET BANKSHARES INC: 92,071 shares
    • NICOLET ADVISORY SERVICES, LLC: 73,730 shares

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

  4. period ended2025-09-30
    13F 47,928 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,673,646.

    13F-HR 0001174850-25-000085 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).