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Disclosery

NICOLET BANKSHARES INC: SPDW position timeline

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

NICOLET BANKSHARES INC held 148,390 SPDW 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 148,390 shares
    Change vs previous 13F -10,870 shares

    0.24% of the 13F portfolio, value $7,500,131.

    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 159,260 shares
    Change vs previous 13F +96,029 shares

    0.27% of the 13F portfolio, value $7,312,967.

    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 63,231 shares
    Change vs previous 13F -5,703 shares

    0.14% of the 13F portfolio, value $2,909,700.

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

    • NICOLET BANKSHARES INC: 5,178 shares
    • NICOLET ADVISORY SERVICES, LLC: 58,053 shares

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

  4. period ended2025-09-30
    13F 68,934 shares
    Change vs previous 13F +543 shares

    0.16% of the 13F portfolio, value $2,982,201.

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

    • NICOLET BANKSHARES INC: 5,178 shares
    • NICOLET ADVISORY SERVICES, LLC: 63,756 shares

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

  5. period ended2025-06-30
    13F 68,391 shares
    Change vs previous 13F -1,704 shares

    0.16% of the 13F portfolio, value $2,725,528.

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

    • NICOLET BANKSHARES INC: 5,178 shares
    • NICOLET ADVISORY SERVICES, LLC: 63,213 shares

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

  6. period ended2025-03-31
    13F 70,095 shares
    Change vs previous 13F -6,514 shares

    0.24% of the 13F portfolio, value $2,411,952.

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

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

  7. period ended2024-12-31
    13F 76,609 shares
    Change vs previous 13F -4,715 shares

    0.24% of the 13F portfolio, value $2,598,562.

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

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

  8. period ended2024-09-30
    13F 81,324 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,004,908.

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

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