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NICOLET BANKSHARES INC: IWP position timeline

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

NICOLET BANKSHARES INC held 23,277 IWP 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 23,277 shares
    Change vs previous 13F +150 shares

    0.11% of the 13F portfolio, value $3,394,329.

    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 23,127 shares
    Change vs previous 13F +1,176 shares

    0.11% of the 13F portfolio, value $2,967,126.

    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 21,951 shares
    Change vs previous 13F +9,792 shares

    0.15% of the 13F portfolio, value $3,072,740.

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

    • NICOLET BANKSHARES INC: 6,748 shares
    • NICOLET ADVISORY SERVICES, LLC: 15,203 shares

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

  4. period ended2025-09-30
    13F 12,159 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $1,732,198.

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

    • NICOLET BANKSHARES INC: 6,057 shares
    • NICOLET ADVISORY SERVICES, LLC: 6,102 shares

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

  5. period ended2025-06-30
    13F 12,158 shares
    Change vs previous 13F -1,031 shares

    0.1% of the 13F portfolio, value $1,689,120.

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

    • NICOLET BANKSHARES INC: 6,057 shares
    • NICOLET ADVISORY SERVICES, LLC: 6,101 shares

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

  6. period ended2025-03-31
    13F 13,189 shares
    Change vs previous 13F +2,622 shares

    0.1% of the 13F portfolio, value $1,497,599.

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

    • NICOLET BANKSHARES INC: 5,080 shares
    • NICOLET ADVISORY SERVICES, LLC: 8,109 shares

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

  7. period ended2024-12-31
    13F 10,567 shares
    Change vs previous 13F +1,913 shares

    0.09% of the 13F portfolio, value $1,340,426.

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

    • NICOLET BANKSHARES INC: 5,080 shares
    • NICOLET ADVISORY SERVICES, LLC: 5,487 shares

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

  8. period ended2024-09-30
    13F 8,654 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,013,456.

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

    • NICOLET BANKSHARES INC: 5,080 shares
    • NICOLET ADVISORY SERVICES, LLC: 3,574 shares

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