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NICOLET BANKSHARES INC: IWN position timeline

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

NICOLET BANKSHARES INC held 3,482 IWN 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 3,482 shares
    Change vs previous 13F -276 shares

    0.02% of the 13F portfolio, value $771,097.

    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 3,758 shares
    Change vs previous 13F -1,683 shares

    0.03% of the 13F portfolio, value $714,473.

    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 5,441 shares
    Change vs previous 13F +1,226 shares

    0.05% of the 13F portfolio, value $1,018,745.

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

    • NICOLET BANKSHARES INC: 2,289 shares
    • NICOLET ADVISORY SERVICES, LLC: 3,152 shares

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

  4. period ended2025-09-30
    13F 4,215 shares
    Change vs previous 13F +138 shares

    0.04% of the 13F portfolio, value $746,890.

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

    • NICOLET BANKSHARES INC: 2,511 shares
    • NICOLET ADVISORY SERVICES, LLC: 1,704 shares

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

  5. period ended2025-06-30
    13F 4,077 shares
    Change vs previous 13F +2,289 shares

    0.04% of the 13F portfolio, value $642,008.

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

    • NICOLET BANKSHARES INC: 2,289 shares
    • NICOLET ADVISORY SERVICES, LLC: 1,788 shares

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

  6. period ended2025-03-31
    13F 1,788 shares
    Change vs previous 13F +1,788 shares

    0.02% of the 13F portfolio, value $243,132.

    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 0 shares
    Change vs previous 13F -1,328 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 1,328 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $216,464.

    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).