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NICOLET BANKSHARES INC: PEP position timeline

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

NICOLET BANKSHARES INC held 51,232 PEP 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 51,232 shares
    Change vs previous 13F -4,954 shares

    0.23% of the 13F portfolio, value $7,211,494.

    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 56,186 shares
    Change vs previous 13F +13,739 shares

    0.32% of the 13F portfolio, value $8,699,925.

    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 42,447 shares
    Change vs previous 13F -7,558 shares

    0.29% of the 13F portfolio, value $6,016,149.

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

    • NICOLET BANKSHARES INC: 7,366 shares
    • NICOLET ADVISORY SERVICES, LLC: 35,081 shares

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

  4. period ended2025-09-30
    13F 50,005 shares
    Change vs previous 13F -360 shares

    0.37% of the 13F portfolio, value $7,037,643.

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

    • NICOLET BANKSHARES INC: 7,359 shares
    • NICOLET ADVISORY SERVICES, LLC: 42,646 shares

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

  5. period ended2025-06-30
    13F 50,365 shares
    Change vs previous 13F -22 shares

    0.4% of the 13F portfolio, value $6,962,726.

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

    • NICOLET BANKSHARES INC: 7,207 shares
    • NICOLET ADVISORY SERVICES, LLC: 43,158 shares

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

  6. period ended2025-03-31
    13F 50,387 shares
    Change vs previous 13F +1,671 shares

    0.49% of the 13F portfolio, value $7,305,624.

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

    • NICOLET BANKSHARES INC: 7,397 shares
    • NICOLET ADVISORY SERVICES, LLC: 42,990 shares

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

  7. period ended2024-12-31
    13F 48,716 shares
    Change vs previous 13F -2,084 shares

    0.46% of the 13F portfolio, value $7,021,505.

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

    • NICOLET BANKSHARES INC: 7,715 shares
    • NICOLET ADVISORY SERVICES, LLC: 41,001 shares

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

  8. period ended2024-09-30
    13F 50,800 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $8,573,021.

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

    • NICOLET BANKSHARES INC: 7,721 shares
    • NICOLET ADVISORY SERVICES, LLC: 43,079 shares

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