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NICOLET BANKSHARES INC: PM position timeline

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

NICOLET BANKSHARES INC held 42,157 PM 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 42,157 shares
    Change vs previous 13F +273 shares

    0.25% of the 13F portfolio, value $7,719,048.

    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 41,884 shares
    Change vs previous 13F +11,285 shares

    0.25% of the 13F portfolio, value $6,729,074.

    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 30,599 shares
    Change vs previous 13F +178 shares

    0.24% of the 13F portfolio, value $5,027,086.

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

    • NICOLET BANKSHARES INC: 5,600 shares
    • NICOLET ADVISORY SERVICES, LLC: 24,999 shares

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

  4. period ended2025-09-30
    13F 30,421 shares
    Change vs previous 13F +10,875 shares

    0.25% of the 13F portfolio, value $4,743,754.

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

    • NICOLET BANKSHARES INC: 5,524 shares
    • NICOLET ADVISORY SERVICES, LLC: 24,897 shares

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

  5. period ended2025-06-30
    13F 19,546 shares
    Change vs previous 13F +217 shares

    0.19% of the 13F portfolio, value $3,291,689.

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

    • NICOLET BANKSHARES INC: 5,558 shares
    • NICOLET ADVISORY SERVICES, LLC: 13,988 shares

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

  6. period ended2025-03-31
    13F 19,329 shares
    Change vs previous 13F +203 shares

    0.2% of the 13F portfolio, value $2,964,236.

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

    • NICOLET BANKSHARES INC: 5,596 shares
    • NICOLET ADVISORY SERVICES, LLC: 13,733 shares

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

  7. period ended2024-12-31
    13F 19,126 shares
    Change vs previous 13F +233 shares

    0.15% of the 13F portfolio, value $2,258,523.

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

    • NICOLET BANKSHARES INC: 5,596 shares
    • NICOLET ADVISORY SERVICES, LLC: 13,530 shares

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

  8. period ended2024-09-30
    13F 18,893 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,253,460.

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

    • NICOLET BANKSHARES INC: 5,596 shares
    • NICOLET ADVISORY SERVICES, LLC: 13,297 shares

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