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NICOLET BANKSHARES INC: IWD position timeline

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

NICOLET BANKSHARES INC held 18,273 IWD 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 18,273 shares
    Change vs previous 13F -544 shares

    0.14% of the 13F portfolio, value $4,454,904.

    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 18,817 shares
    Change vs previous 13F +734 shares

    0.15% of the 13F portfolio, value $4,027,443.

    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 18,083 shares
    Change vs previous 13F -1,309 shares

    0.18% of the 13F portfolio, value $3,847,606.

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

    • NICOLET BANKSHARES INC: 12,122 shares
    • NICOLET ADVISORY SERVICES, LLC: 5,961 shares

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

  4. period ended2025-09-30
    13F 19,392 shares
    Change vs previous 13F +5 shares

    0.21% of the 13F portfolio, value $3,954,745.

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

    • NICOLET BANKSHARES INC: 12,215 shares
    • NICOLET ADVISORY SERVICES, LLC: 7,177 shares

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

  5. period ended2025-06-30
    13F 19,387 shares
    Change vs previous 13F +1,140 shares

    0.21% of the 13F portfolio, value $3,755,061.

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

    • NICOLET BANKSHARES INC: 12,215 shares
    • NICOLET ADVISORY SERVICES, LLC: 7,172 shares

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

  6. period ended2025-03-31
    13F 18,247 shares
    Change vs previous 13F +217 shares

    0.22% of the 13F portfolio, value $3,346,277.

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

    • NICOLET BANKSHARES INC: 12,325 shares
    • NICOLET ADVISORY SERVICES, LLC: 5,922 shares

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

  7. period ended2024-12-31
    13F 18,030 shares
    Change vs previous 13F +723 shares

    0.22% of the 13F portfolio, value $3,328,151.

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

    • NICOLET BANKSHARES INC: 11,760 shares
    • NICOLET ADVISORY SERVICES, LLC: 6,270 shares

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

  8. period ended2024-09-30
    13F 17,307 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,276,266.

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

    • NICOLET BANKSHARES INC: 11,760 shares
    • NICOLET ADVISORY SERVICES, LLC: 5,547 shares

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