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NICOLET BANKSHARES INC: DVY position timeline

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

NICOLET BANKSHARES INC held 2,315 DVY 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 2,315 shares
    Change vs previous 13F -160 shares

    0.01% of the 13F portfolio, value $361,834.

    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 2,475 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $374,740.

    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 2,475 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $349,322.

    13F-HR 0001174850-26-000041 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).

  4. period ended2025-09-30
    13F 2,475 shares
    Change vs previous 13F -3,107 shares

    0.06% of the 13F portfolio, value $351,698.

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

    • NICOLET BANKSHARES INC: 2,475 shares
    • NICOLET ADVISORY SERVICES, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 5,582 shares
    Change vs previous 13F -29 shares

    0.04% of the 13F portfolio, value $743,314.

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

    • NICOLET BANKSHARES INC: 3,810 shares
    • NICOLET ADVISORY SERVICES, LLC: 1,772 shares

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

  6. period ended2025-03-31
    13F 5,611 shares
    Change vs previous 13F +1,651 shares

    0.05% of the 13F portfolio, value $733,559.

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

    • NICOLET BANKSHARES INC: 3,960 shares
    • NICOLET ADVISORY SERVICES, LLC: 1,651 shares

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

  7. period ended2024-12-31
    13F 3,960 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $519,908.

    13F-HR 0001174850-25-000004 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).

  8. period ended2024-09-30
    13F 3,960 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $534,877.

    13F-HR 0001174850-24-000048 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).