Skip to content
Disclosery

NICOLET BANKSHARES INC: SCHW position timeline

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

NICOLET BANKSHARES INC held 46,455 SCHW 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 46,455 shares
    Change vs previous 13F -2,158 shares

    0.14% of the 13F portfolio, value $4,500,852.

    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 48,613 shares
    Change vs previous 13F +10,772 shares

    0.17% of the 13F portfolio, value $4,526,960.

    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 37,841 shares
    Change vs previous 13F -33 shares

    0.18% of the 13F portfolio, value $3,830,786.

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

    • NICOLET BANKSHARES INC: 12,658 shares
    • NICOLET ADVISORY SERVICES, LLC: 25,183 shares

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

  4. period ended2025-09-30
    13F 37,874 shares
    Change vs previous 13F +776 shares

    0.19% of the 13F portfolio, value $3,581,639.

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

    • NICOLET BANKSHARES INC: 14,429 shares
    • NICOLET ADVISORY SERVICES, LLC: 23,445 shares

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

  5. period ended2025-06-30
    13F 37,098 shares
    Change vs previous 13F +2,198 shares

    0.2% of the 13F portfolio, value $3,487,999.

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

    • NICOLET BANKSHARES INC: 13,049 shares
    • NICOLET ADVISORY SERVICES, LLC: 24,049 shares

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

  6. period ended2025-03-31
    13F 34,900 shares
    Change vs previous 13F -897 shares

    0.17% of the 13F portfolio, value $2,634,708.

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

    • NICOLET BANKSHARES INC: 12,942 shares
    • NICOLET ADVISORY SERVICES, LLC: 21,958 shares

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

  7. period ended2024-12-31
    13F 35,797 shares
    Change vs previous 13F +1,851 shares

    0.17% of the 13F portfolio, value $2,623,080.

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

    • NICOLET BANKSHARES INC: 14,623 shares
    • NICOLET ADVISORY SERVICES, LLC: 21,174 shares

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

  8. period ended2024-09-30
    13F 33,946 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,171,622.

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

    • NICOLET BANKSHARES INC: 13,791 shares
    • NICOLET ADVISORY SERVICES, LLC: 20,155 shares

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