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NICOLET BANKSHARES INC: DFAC position timeline

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

NICOLET BANKSHARES INC held 135,626 DFAC 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 135,626 shares
    Change vs previous 13F -20,329 shares

    0.19% of the 13F portfolio, value $6,028,033.

    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 155,955 shares
    Change vs previous 13F -5,021 shares

    0.22% of the 13F portfolio, value $6,082,596.

    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 160,976 shares
    Change vs previous 13F +12,516 shares

    0.31% of the 13F portfolio, value $6,472,996.

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

    • NICOLET BANKSHARES INC: 71,746 shares
    • NICOLET ADVISORY SERVICES, LLC: 89,230 shares

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

  4. period ended2025-09-30
    13F 148,460 shares
    Change vs previous 13F -756 shares

    0.3% of the 13F portfolio, value $5,734,942.

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

    • NICOLET BANKSHARES INC: 37,742 shares
    • NICOLET ADVISORY SERVICES, LLC: 110,718 shares

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

  5. period ended2025-06-30
    13F 149,216 shares
    Change vs previous 13F -4,370 shares

    0.31% of the 13F portfolio, value $5,371,307.

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

    • NICOLET BANKSHARES INC: 37,807 shares
    • NICOLET ADVISORY SERVICES, LLC: 111,409 shares

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

  6. period ended2025-03-31
    13F 153,586 shares
    Change vs previous 13F -2,836 shares

    0.32% of the 13F portfolio, value $4,796,158.

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

    • NICOLET BANKSHARES INC: 38,413 shares
    • NICOLET ADVISORY SERVICES, LLC: 115,173 shares

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

  7. period ended2024-12-31
    13F 156,422 shares
    Change vs previous 13F -396 shares

    0.36% of the 13F portfolio, value $5,378,787.

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

    • NICOLET BANKSHARES INC: 38,413 shares
    • NICOLET ADVISORY SERVICES, LLC: 118,009 shares

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

  8. period ended2024-09-30
    13F 156,818 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,333,480.

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

    • NICOLET BANKSHARES INC: 38,413 shares
    • NICOLET ADVISORY SERVICES, LLC: 118,405 shares

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