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NICOLET BANKSHARES INC: KO position timeline

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

NICOLET BANKSHARES INC held 149,477 KO 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 149,477 shares
    Change vs previous 13F -564 shares

    0.39% of the 13F portfolio, value $12,322,176.

    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 150,041 shares
    Change vs previous 13F +3,566 shares

    0.42% of the 13F portfolio, value $11,413,714.

    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 146,475 shares
    Change vs previous 13F +14,070 shares

    0.49% of the 13F portfolio, value $10,307,564.

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

    • NICOLET BANKSHARES INC: 32,112 shares
    • NICOLET ADVISORY SERVICES, LLC: 114,363 shares

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

  4. period ended2025-09-30
    13F 132,405 shares
    Change vs previous 13F +1,491 shares

    0.46% of the 13F portfolio, value $8,826,213.

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

    • NICOLET BANKSHARES INC: 36,468 shares
    • NICOLET ADVISORY SERVICES, LLC: 95,937 shares

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

  5. period ended2025-06-30
    13F 130,914 shares
    Change vs previous 13F +2,913 shares

    0.52% of the 13F portfolio, value $9,081,275.

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

    • NICOLET BANKSHARES INC: 35,216 shares
    • NICOLET ADVISORY SERVICES, LLC: 95,698 shares

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

  6. period ended2025-03-31
    13F 128,001 shares
    Change vs previous 13F +1,973 shares

    0.6% of the 13F portfolio, value $9,088,206.

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

    • NICOLET BANKSHARES INC: 35,903 shares
    • NICOLET ADVISORY SERVICES, LLC: 92,098 shares

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

  7. period ended2024-12-31
    13F 126,028 shares
    Change vs previous 13F -110 shares

    0.51% of the 13F portfolio, value $7,739,903.

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

    • NICOLET BANKSHARES INC: 36,468 shares
    • NICOLET ADVISORY SERVICES, LLC: 89,560 shares

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

  8. period ended2024-09-30
    13F 126,138 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $8,946,692.

    13F-HR 0001775863-24-000013 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 38,379 shares
    • NICOLET ADVISORY SERVICES, LLC: 87,759 shares

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