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NICOLET BANKSHARES INC: PSX position timeline

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

NICOLET BANKSHARES INC held 11,630 PSX 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 11,630 shares
    Change vs previous 13F +90 shares

    0.06% of the 13F portfolio, value $2,030,091.

    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 11,540 shares
    Change vs previous 13F +1,959 shares

    0.08% of the 13F portfolio, value $2,052,131.

    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 9,581 shares
    Change vs previous 13F +373 shares

    0.06% of the 13F portfolio, value $1,310,954.

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

    • NICOLET BANKSHARES INC: 1,971 shares
    • NICOLET ADVISORY SERVICES, LLC: 7,610 shares

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

  4. period ended2025-09-30
    13F 9,208 shares
    Change vs previous 13F +45 shares

    0.06% of the 13F portfolio, value $1,226,051.

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

    • NICOLET BANKSHARES INC: 1,971 shares
    • NICOLET ADVISORY SERVICES, LLC: 7,237 shares

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

  5. period ended2025-06-30
    13F 9,163 shares
    Change vs previous 13F -108 shares

    0.06% of the 13F portfolio, value $1,095,304.

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

    • NICOLET BANKSHARES INC: 1,971 shares
    • NICOLET ADVISORY SERVICES, LLC: 7,192 shares

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

  6. period ended2025-03-31
    13F 9,271 shares
    Change vs previous 13F -207 shares

    0.06% of the 13F portfolio, value $951,423.

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

    • NICOLET BANKSHARES INC: 1,971 shares
    • NICOLET ADVISORY SERVICES, LLC: 7,300 shares

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

  7. period ended2024-12-31
    13F 9,478 shares
    Change vs previous 13F +416 shares

    0.07% of the 13F portfolio, value $1,079,852.

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

    • NICOLET BANKSHARES INC: 1,971 shares
    • NICOLET ADVISORY SERVICES, LLC: 7,507 shares

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

  8. period ended2024-09-30
    13F 9,062 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,245,770.

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

    • NICOLET BANKSHARES INC: 1,773 shares
    • NICOLET ADVISORY SERVICES, LLC: 7,289 shares

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