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NICOLET BANKSHARES INC: IVW position timeline

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

NICOLET BANKSHARES INC held 126,764 IVW 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 126,764 shares
    Change vs previous 13F +137 shares

    0.55% of the 13F portfolio, value $17,425,208.

    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 126,627 shares
    Change vs previous 13F +190 shares

    0.53% of the 13F portfolio, value $14,353,282.

    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 126,437 shares
    Change vs previous 13F -1,515 shares

    0.74% of the 13F portfolio, value $15,621,917.

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

    • NICOLET BANKSHARES INC: 106,070 shares
    • NICOLET ADVISORY SERVICES, LLC: 20,367 shares

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

  4. period ended2025-09-30
    13F 127,952 shares
    Change vs previous 13F -14,095 shares

    0.81% of the 13F portfolio, value $15,451,622.

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

    • NICOLET BANKSHARES INC: 107,585 shares
    • NICOLET ADVISORY SERVICES, LLC: 20,367 shares

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

  5. period ended2025-06-30
    13F 142,047 shares
    Change vs previous 13F +12,694 shares

    0.89% of the 13F portfolio, value $15,672,385.

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

    • NICOLET BANKSHARES INC: 121,681 shares
    • NICOLET ADVISORY SERVICES, LLC: 20,366 shares

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

  6. period ended2025-03-31
    13F 129,353 shares
    Change vs previous 13F -1,437 shares

    0.8% of the 13F portfolio, value $11,976,312.

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

    • NICOLET BANKSHARES INC: 121,671 shares
    • NICOLET ADVISORY SERVICES, LLC: 7,682 shares

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

  7. period ended2024-12-31
    13F 130,790 shares
    Change vs previous 13F -2,102 shares

    0.88% of the 13F portfolio, value $13,275,161.

    13F-HR 0001174850-25-000004 filed by NICOLET BANKSHARES INC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 122,088 shares
    • NICOLET ADVISORY SERVICES, LLC: 8,702 shares

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

  8. period ended2024-09-30
    13F 132,892 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $12,714,301.

    13F-HR 0001174850-24-000048 filed by NICOLET BANKSHARES INC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 123,811 shares
    • NICOLET ADVISORY SERVICES, LLC: 9,081 shares

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