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NICOLET BANKSHARES INC: IWS position timeline

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

NICOLET BANKSHARES INC held 10,038 IWS 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 10,038 shares
    Change vs previous 13F -406 shares

    0.05% of the 13F portfolio, value $1,654,962.

    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 10,444 shares
    Change vs previous 13F +1,258 shares

    0.06% of the 13F portfolio, value $1,523,895.

    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 9,186 shares
    Change vs previous 13F -817 shares

    0.06% of the 13F portfolio, value $1,306,879.

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

    • NICOLET BANKSHARES INC: 7,292 shares
    • NICOLET ADVISORY SERVICES, LLC: 1,894 shares

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

  4. period ended2025-09-30
    13F 10,003 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,397,662.

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

    • NICOLET BANKSHARES INC: 7,292 shares
    • NICOLET ADVISORY SERVICES, LLC: 2,711 shares

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

  5. period ended2025-06-30
    13F 10,003 shares
    Change vs previous 13F +91 shares

    0.08% of the 13F portfolio, value $1,323,667.

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

    • NICOLET BANKSHARES INC: 7,292 shares
    • NICOLET ADVISORY SERVICES, LLC: 2,711 shares

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

  6. period ended2025-03-31
    13F 9,912 shares
    Change vs previous 13F +2,054 shares

    0.08% of the 13F portfolio, value $1,171,065.

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

    • NICOLET BANKSHARES INC: 2,644 shares
    • NICOLET ADVISORY SERVICES, LLC: 7,268 shares

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

  7. period ended2024-12-31
    13F 7,858 shares
    Change vs previous 13F +3,372 shares

    0.07% of the 13F portfolio, value $1,007,855.

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

    • NICOLET BANKSHARES INC: 2,644 shares
    • NICOLET ADVISORY SERVICES, LLC: 5,214 shares

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

  8. period ended2024-09-30
    13F 4,486 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $590,068.

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

    • NICOLET BANKSHARES INC: 2,644 shares
    • NICOLET ADVISORY SERVICES, LLC: 1,842 shares

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