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NICOLET BANKSHARES INC: EPD position timeline

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

NICOLET BANKSHARES INC held 33,924 EPD 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 33,924 shares
    Change vs previous 13F -152 shares

    0.04% of the 13F portfolio, value $1,242,709.

    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 34,076 shares
    Change vs previous 13F +6,260 shares

    0.05% of the 13F portfolio, value $1,283,244.

    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 27,816 shares
    Change vs previous 13F +13,196 shares

    0.04% of the 13F portfolio, value $892,269.

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

    • NICOLET BANKSHARES INC: 12,025 shares
    • NICOLET ADVISORY SERVICES, LLC: 15,791 shares

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

  4. period ended2025-09-30
    13F 14,620 shares
    Change vs previous 13F +1,267 shares

    0.04% of the 13F portfolio, value $463,611.

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

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

  5. period ended2025-06-30
    13F 13,353 shares
    Change vs previous 13F -127 shares

    0.03% of the 13F portfolio, value $410,457.

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

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

  6. period ended2025-03-31
    13F 13,480 shares
    Change vs previous 13F +461 shares

    0.04% of the 13F portfolio, value $390,250.

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

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

  7. period ended2024-12-31
    13F 13,019 shares
    Change vs previous 13F -1,730 shares

    0.04% of the 13F portfolio, value $418,809.

    13F-HR 0001775863-25-000002 filed by NICOLET ADVISORY SERVICES, LLC
    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 14,749 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $437,158.

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

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