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NICOLET BANKSHARES INC: IVV position timeline

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

NICOLET BANKSHARES INC held 39,364 IVV 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 39,364 shares
    Change vs previous 13F -1,157 shares

    0.94% of the 13F portfolio, value $29,578,259.

    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 40,521 shares
    Change vs previous 13F +6,904 shares

    0.98% of the 13F portfolio, value $26,555,279.

    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 33,617 shares
    Change vs previous 13F +1,167 shares

    1.1% of the 13F portfolio, value $23,265,429.

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

    • NICOLET BANKSHARES INC: 15,595 shares
    • NICOLET ADVISORY SERVICES, LLC: 18,022 shares

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

  4. period ended2025-09-30
    13F 32,450 shares
    Change vs previous 13F -963 shares

    1.14% of the 13F portfolio, value $21,774,306.

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

    • NICOLET BANKSHARES INC: 14,593 shares
    • NICOLET ADVISORY SERVICES, LLC: 17,857 shares

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

  5. period ended2025-06-30
    13F 33,413 shares
    Change vs previous 13F +4,354 shares

    1.19% of the 13F portfolio, value $20,813,998.

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

    • NICOLET BANKSHARES INC: 15,390 shares
    • NICOLET ADVISORY SERVICES, LLC: 18,023 shares

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

  6. period ended2025-03-31
    13F 29,059 shares
    Change vs previous 13F -13 shares

    1.04% of the 13F portfolio, value $15,699,405.

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

    • NICOLET BANKSHARES INC: 11,009 shares
    • NICOLET ADVISORY SERVICES, LLC: 18,050 shares

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

  7. period ended2024-12-31
    13F 29,072 shares
    Change vs previous 13F -1,453 shares

    1.13% of the 13F portfolio, value $17,017,256.

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

    • NICOLET BANKSHARES INC: 10,980 shares
    • NICOLET ADVISORY SERVICES, LLC: 18,092 shares

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

  8. period ended2024-09-30
    13F 30,525 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $17,484,140.

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

    • NICOLET BANKSHARES INC: 10,980 shares
    • NICOLET ADVISORY SERVICES, LLC: 19,545 shares

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