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NICOLET BANKSHARES INC: JEPI position timeline

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

NICOLET BANKSHARES INC held 125,285 JEPI 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 125,285 shares
    Change vs previous 13F +15,154 shares

    0.22% of the 13F portfolio, value $7,076,096.

    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 110,131 shares
    Change vs previous 13F +95,376 shares

    0.23% of the 13F portfolio, value $6,240,575.

    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 14,755 shares
    Change vs previous 13F +9,013 shares

    0.04% of the 13F portfolio, value $851,067.

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

    • NICOLET BANKSHARES INC: 8,631 shares
    • NICOLET ADVISORY SERVICES, LLC: 6,124 shares

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

  4. period ended2025-09-30
    13F 5,742 shares
    Change vs previous 13F +452 shares

    0.03% of the 13F portfolio, value $326,548.

    13F-HR 0001775863-25-000013 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).

  5. period ended2025-06-30
    13F 5,290 shares
    Change vs previous 13F +290 shares

    0.03% of the 13F portfolio, value $294,177.

    13F-HR 0001775863-25-000008 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).

  6. period ended2025-03-31
    13F 5,000 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $267,300.

    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).